WA
URG

WFG Advisors’s Ur-Energy URG Stock Holding History

WFG Advisors’s Portfolio URG Stock Details URG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,500
Closed -$1K – 1732
2016
Q3 		$1K Hold
1,500
– – ﹤0.01% 1508
2016
Q2 		$1K Hold
1,500
– – ﹤0.01% 1499
2016
Q1 		$1K Hold
1,500
– – ﹤0.01% 1460
2015
Q4 		$1K Hold
1,500
– – ﹤0.01% 1497
2015
Q3 		$1K Hold
1,500
– – ﹤0.01% 1530
2015
Q2 		$1K Hold
1,500
– – ﹤0.01% 1595
2015
Q1 		$1K Hold
1,500
– – ﹤0.01% 1670
2014
Q4 		$1K Buy
+1,500
New +$1.31K ﹤0.01% 1997

Other funds holding URG

GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's URG Position: Q4 2016 in Review

WFG Advisors sold out of Ur-Energy (URG) in Q4 2016, closing a stake of 1,500 shares — an estimated $1K sold.

WFG Advisors first reported a position in URG in Q4 2014 and held it in 8 quarters. The position peaked at $1K in Q3 2016. 25 funds tracked by Wall St. Rank hold URG as of Q4 2016.

  • WFG Advisors reported no remaining Ur-Energy position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 1,500 Ur-Energy shares in Q4 2016, an estimated $1K.
  • WFG Advisors first reported a position in Ur-Energy in Q4 2014 and held it in 8 quarters.
  • WFG Advisors's Ur-Energy position peaked at $1K in Q3 2016.
  • 25 funds tracked by Wall St. Rank held Ur-Energy as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.