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WealthPLAN Partners’s Alamos Gold AGI Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-9,515
Closed -$77.4K – 189
2017
Q1 		$77.4K Buy
+9,515
New +$75.6K 0.27% 72
2016
Q3 		$69.5K Hold
9,515
– – 0.02% 281
2016
Q2 		$81.8K Buy
+9,515
New +$65.1K 0.01% 685

Other funds holding AGI

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

WealthPLAN Partners's AGI Position: Q2 2017 in Review

WealthPLAN Partners sold out of Alamos Gold (AGI) in Q2 2017, closing a stake of 9,515 shares — an estimated $77.4K sold.

WealthPLAN Partners first reported a position in AGI in Q2 2016 and held it in 3 quarters. The position peaked at $81.8K in Q2 2016. 130 funds tracked by Wall St. Rank hold AGI as of Q2 2017.

  • WealthPLAN Partners reported no remaining Alamos Gold position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 9,515 Alamos Gold shares in Q2 2017, an estimated $77.4K.
  • WealthPLAN Partners first reported a position in Alamos Gold in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Alamos Gold position peaked at $81.8K in Q2 2016.
  • 130 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.