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Squar Milner Financial Services’s Alamos Gold AGI Stock Holding History

Squar Milner Financial Services’s Portfolio AGI Stock Details AGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,770
Closed -$13K – 735
2018
Q3 		$13K Hold
2,770
– – 0.01% 452
2018
Q2 		$16K Buy
+2,770
New +$15.2K 0.01% 516

Other funds holding AGI

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Squar Milner Financial Services's AGI Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Alamos Gold (AGI) in Q4 2018, closing a stake of 2,770 shares — an estimated $13K sold.

Squar Milner Financial Services first reported a position in AGI in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q2 2018. 161 funds tracked by Wall St. Rank hold AGI as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Alamos Gold position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,770 Alamos Gold shares in Q4 2018, an estimated $13K.
  • Squar Milner Financial Services first reported a position in Alamos Gold in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Alamos Gold position peaked at $16K in Q2 2018.
  • 161 funds tracked by Wall St. Rank held Alamos Gold as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.