WA
NGD

WFG Advisors’s New Gold Inc NGD Stock Holding History

WFG Advisors’s Portfolio NGD Stock Details NGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-750
Closed -$2K – 1632
2015
Q4 		$2K Buy
+750
New +$1.85K ﹤0.01% 1377
2014
Q1 		– Sell
-267
Closed -$1K – 2147
2013
Q4 		$1K Sell
267
-333
-56% -$1.81K ﹤0.01% 2103
2013
Q3 		$4K Sell
600
-17,600
-97% -$120K ﹤0.01% 1794
2013
Q2 		$117K Buy
+18,200
New +$130K 0.02% 607

Other funds holding NGD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WFG Advisors's NGD Position: Q1 2016 in Review

WFG Advisors sold out of New Gold Inc (NGD) in Q1 2016, closing a stake of 750 shares — an estimated $2K sold.

WFG Advisors first reported a position in NGD in Q2 2013 and held it in 4 quarters. The position peaked at $117K in Q2 2013. 160 funds tracked by Wall St. Rank hold NGD as of Q1 2016.

  • WFG Advisors reported no remaining New Gold Inc position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 750 New Gold Inc shares in Q1 2016, an estimated $2K.
  • WFG Advisors first reported a position in New Gold Inc in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's New Gold Inc position peaked at $117K in Q2 2013.
  • 160 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.