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WFG Advisors’s Eldorado Gold EGO Stock Holding History

WFG Advisors’s Portfolio EGO Stock Details EGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-207
Closed -$7K – 2114
2014
Q3 		$7K Buy
207
+1
+0.5% +$38 ﹤0.01% 1576
2014
Q2 		$8K Hold
206
– – ﹤0.01% 1548
2014
Q1 		$6K Sell
206
-54
-21% -$1.76K ﹤0.01% 1582
2013
Q4 		$7K Buy
+260
New +$7.97K ﹤0.01% 1662

Other funds holding EGO

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

WFG Advisors's EGO Position: Q4 2014 in Review

WFG Advisors sold out of Eldorado Gold (EGO) in Q4 2014, closing a stake of 207 shares — an estimated $7K sold.

WFG Advisors first reported a position in EGO in Q4 2013 and held it in 4 quarters. The position peaked at $8K in Q2 2014. 205 funds tracked by Wall St. Rank hold EGO as of Q4 2014.

  • WFG Advisors reported no remaining Eldorado Gold position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 207 Eldorado Gold shares in Q4 2014, an estimated $7K.
  • WFG Advisors first reported a position in Eldorado Gold in Q4 2013 and held it in 4 quarters.
  • WFG Advisors's Eldorado Gold position peaked at $8K in Q2 2014.
  • 205 funds tracked by Wall St. Rank held Eldorado Gold as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.