AHC
LODE icon

Adell Harriman & Carpenter’s Comstock LODE Stock Holding History

Adell Harriman & Carpenter’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-41
Closed -$2.73K – 142
2016
Q4 		$2.73K Sell
41
-26
-39% -$1.71K ﹤0.01% 136
2016
Q3 		$6.19K Buy
+67
New +$6.49K ﹤0.01% 131

Other funds holding LODE

VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Adell Harriman & Carpenter's LODE Position: Q1 2017 in Review

Adell Harriman & Carpenter sold out of Comstock (LODE) in Q1 2017, closing a stake of 41 shares — an estimated $2.73K sold.

Adell Harriman & Carpenter first reported a position in LODE in Q3 2016 and held it in 2 quarters. The position peaked at $6.19K in Q3 2016. 34 funds tracked by Wall St. Rank hold LODE as of Q1 2017.

  • Adell Harriman & Carpenter reported no remaining Comstock position as of Q1 2017 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 41 Comstock shares in Q1 2017, an estimated $2.73K.
  • Adell Harriman & Carpenter first reported a position in Comstock in Q3 2016 and held it in 2 quarters.
  • Adell Harriman & Carpenter's Comstock position peaked at $6.19K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held Comstock as of Q1 2017.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2017, filed 1 May 2017.