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WealthPLAN Partners’s IAMGOLD IAG Stock Holding History

WealthPLAN Partners’s Portfolio IAG Stock Details IAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,805
Closed -$7.72K – 290
2017
Q1 		$7.72K Buy
+1,805
New +$7.69K 0.03% 301
2016
Q3 		$2.83K Buy
+819
New +$3.73K ﹤0.01% 809

Other funds holding IAG

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

WealthPLAN Partners's IAG Position: Q2 2017 in Review

WealthPLAN Partners sold out of IAMGOLD (IAG) in Q2 2017, closing a stake of 1,805 shares — an estimated $7.72K sold.

WealthPLAN Partners first reported a position in IAG in Q3 2016 and held it in 2 quarters. The position peaked at $7.72K in Q1 2017. 141 funds tracked by Wall St. Rank hold IAG as of Q2 2017.

  • WealthPLAN Partners reported no remaining IAMGOLD position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 1,805 IAMGOLD shares in Q2 2017, an estimated $7.72K.
  • WealthPLAN Partners first reported a position in IAMGOLD in Q3 2016 and held it in 2 quarters.
  • WealthPLAN Partners's IAMGOLD position peaked at $7.72K in Q1 2017.
  • 141 funds tracked by Wall St. Rank held IAMGOLD as of Q2 2017.

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