WAM
TGB

Wealthspire Advisors (Maryland)’s Trekor Metals TGB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TGB Stock Details TGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,500
Closed -$2K – 2500
2018
Q2 		$2K Buy
+1,500
New +$1.77K ﹤0.01% 2204

Other funds holding TGB

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VOAM
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GMI
Greystone Managed Investments Regina, Saskatchewan, Canada $1.65B AUM 7.9% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TGB Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Trekor Metals (TGB) in Q3 2018, closing a stake of 1,500 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TGB in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 66 funds tracked by Wall St. Rank hold TGB as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Trekor Metals position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,500 Trekor Metals shares in Q3 2018, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Trekor Metals in Q2 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Trekor Metals position peaked at $2K in Q2 2018.
  • 66 funds tracked by Wall St. Rank held Trekor Metals as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.