BPB
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Badgley, Phelps & Bell’s Comstock LODE Stock Holding History

Badgley, Phelps & Bell’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
2016
Q1 		– Sell
-60
Closed -$6K – 153
2015
Q4 		$6K Hold
60
– – ﹤0.01% 157
2015
Q3 		$9K Hold
60
– – ﹤0.01% 148
2015
Q2 		$9K Buy
60
+12
+25% +$2.13K ﹤0.01% 147
2015
Q1 		$7K Buy
+48
New +$9.91K ﹤0.01% 148

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
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 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
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Badgley, Phelps & Bell's LODE Position: Q1 2016 in Review

Badgley, Phelps & Bell sold out of Comstock (LODE) in Q1 2016, closing a stake of 60 shares — an estimated $6K sold.

Badgley, Phelps & Bell first reported a position in LODE in Q1 2015 and held it in 4 quarters. The position peaked at $9K in Q3 2015. 35 funds tracked by Wall St. Rank hold LODE as of Q1 2016.

  • Badgley, Phelps & Bell reported no remaining Comstock position as of Q1 2016 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 60 Comstock shares in Q1 2016, an estimated $6K.
  • Badgley, Phelps & Bell first reported a position in Comstock in Q1 2015 and held it in 4 quarters.
  • Badgley, Phelps & Bell's Comstock position peaked at $9K in Q3 2015.
  • 35 funds tracked by Wall St. Rank held Comstock as of Q1 2016.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2016, filed 2 May 2016.