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United Capital Financial Advisors’s B2Gold BTG Stock Holding History

United Capital Financial Advisors’s Portfolio BTG Stock Details BTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-10,000
Closed -$17K – 1250
2016
Q1 		$17K Buy
+10,000
New +$10.9K ﹤0.01% 1205

Other funds holding BTG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's BTG Position: Q2 2016 in Review

United Capital Financial Advisors sold out of B2Gold (BTG) in Q2 2016, closing a stake of 10,000 shares — an estimated $17K sold.

United Capital Financial Advisors first reported a position in BTG in Q1 2016 and held it in 1 quarter. The position peaked at $17K in Q1 2016. 104 funds tracked by Wall St. Rank hold BTG as of Q2 2016.

  • United Capital Financial Advisors reported no remaining B2Gold position as of Q2 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,000 B2Gold shares in Q2 2016, an estimated $17K.
  • United Capital Financial Advisors first reported a position in B2Gold in Q1 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's B2Gold position peaked at $17K in Q1 2016.
  • 104 funds tracked by Wall St. Rank held B2Gold as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.