TFA
EMX

Toth Financial Advisory’s EMX Royalty EMX Stock Holding History

Toth Financial Advisory’s Portfolio EMX Stock Details EMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,000
Closed -$2K – 419
2018
Q3 		$2K Buy
2,000
+1,000
+100% +$1.15K ﹤0.01% 391
2018
Q2 		$1K Buy
+1,000
New +$992 ﹤0.01% 412

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $130M AUM
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Toth Financial Advisory's EMX Position: Q4 2018 in Review

Toth Financial Advisory sold out of EMX Royalty (EMX) in Q4 2018, closing a stake of 2,000 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in EMX in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 24 funds tracked by Wall St. Rank hold EMX as of Q4 2018.

  • Toth Financial Advisory reported no remaining EMX Royalty position as of Q4 2018 after selling out during the quarter.
  • Toth Financial Advisory sold 2,000 EMX Royalty shares in Q4 2018, an estimated $2K.
  • Toth Financial Advisory first reported a position in EMX Royalty in Q2 2018 and held it in 2 quarters.
  • Toth Financial Advisory's EMX Royalty position peaked at $2K in Q3 2018.
  • 24 funds tracked by Wall St. Rank held EMX Royalty as of Q4 2018.

Based on Toth Financial Advisory's 13F filing for Q4 2018, filed 22 Jan 2019.