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Summit Financial Strategies’s TRX Gold Corp TRX Stock Holding History

Summit Financial Strategies’s Portfolio TRX Stock Details TRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,500
Closed -$6K – 66
2018
Q3 		$6K Buy
+15,500
New +$6.25K ﹤0.01% 60

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First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Summit Financial Strategies's TRX Position: Q4 2018 in Review

Summit Financial Strategies sold out of TRX Gold Corp (TRX) in Q4 2018, closing a stake of 15,500 shares — an estimated $6K sold.

Summit Financial Strategies first reported a position in TRX in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 27 funds tracked by Wall St. Rank hold TRX as of Q4 2018.

  • Summit Financial Strategies reported no remaining TRX Gold Corp position as of Q4 2018 after selling out during the quarter.
  • Summit Financial Strategies sold 15,500 TRX Gold Corp shares in Q4 2018, an estimated $6K.
  • Summit Financial Strategies first reported a position in TRX Gold Corp in Q3 2018 and held it in 1 quarter.
  • Summit Financial Strategies's TRX Gold Corp position peaked at $6K in Q3 2018.
  • 27 funds tracked by Wall St. Rank held TRX Gold Corp as of Q4 2018.

Based on Summit Financial Strategies's 13F filing for Q4 2018, filed 6 Feb 2019.