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Wealthspire Advisors (Maryland)’s Alamos Gold AGI Stock Holding History

Wealthspire Advisors (Maryland)’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
Q4 		– Sell
-2
Closed – – 2423
2017
Q3 		$0 Hold
2
– – ﹤0.01% 2236
2017
Q2 		$0 Buy
+2
New +$14 ﹤0.01% 2182

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AGI Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Alamos Gold (AGI) in Q4 2017, closing a stake of 2 shares.

Wealthspire Advisors (Maryland) first reported a position in AGI in Q2 2017 and held it in 2 quarters. The position peaked at $0 in Q3 2017. 150 funds tracked by Wall St. Rank hold AGI as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Alamos Gold position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2 Alamos Gold shares in Q4 2017.
  • Wealthspire Advisors (Maryland) first reported a position in Alamos Gold in Q2 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Alamos Gold position peaked at $0 in Q3 2017.
  • 150 funds tracked by Wall St. Rank held Alamos Gold as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.