SWP
ALO

Strategic Wealth Partners’s Alio Gold Inc ALO Stock Holding History

Strategic Wealth Partners’s Portfolio ALO Stock Details ALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-500
Closed – – 561
2019
Q3 		$0 Hold
500
– – ﹤0.01% 788
2019
Q2 		$0 Hold
500
– – ﹤0.01% 845
2019
Q1 		$0 Hold
500
– – ﹤0.01% 831
2018
Q4 		$0 Hold
500
– – ﹤0.01% 727
2018
Q3 		$0 Sell
500
-200
-29% -$208 ﹤0.01% 717
2018
Q2 		$1K Buy
700
+200
+40% +$355 ﹤0.01% 737
2018
Q1 		$1K Sell
500
-900
-64% -$2.62K ﹤0.01% 779
2017
Q4 		$6K Buy
+1,400
New +$5.07K ﹤0.01% 593

Other funds holding ALO

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return

Strategic Wealth Partners's ALO Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Alio Gold Inc (ALO) in Q4 2019, closing a stake of 500 shares.

Strategic Wealth Partners first reported a position in ALO in Q4 2017 and held it in 8 quarters. The position peaked at $6K in Q4 2017. 20 funds tracked by Wall St. Rank hold ALO as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Alio Gold Inc position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 500 Alio Gold Inc shares in Q4 2019.
  • Strategic Wealth Partners first reported a position in Alio Gold Inc in Q4 2017 and held it in 8 quarters.
  • Strategic Wealth Partners's Alio Gold Inc position peaked at $6K in Q4 2017.
  • 20 funds tracked by Wall St. Rank held Alio Gold Inc as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.