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Baystate Wealth Management’s Hecla Mining HL Stock Holding History

Baystate Wealth Management’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,602
Closed -$4K – 696
2018
Q3 		$4K Buy
1,602
+1
+0.1% +$3 ﹤0.01% 458
2018
Q2 		$5K Buy
1,601
+1
+0.1% +$4 ﹤0.01% 451
2018
Q1 		$6K Buy
+1,600
New +$6.21K ﹤0.01% 401

Other funds holding HL

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
WGRM
Waterton Global Resource Management Toronto, Ontario, Canada $64.9M AUM 17.81% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baystate Wealth Management's HL Position: Q4 2018 in Review

Baystate Wealth Management sold out of Hecla Mining (HL) in Q4 2018, closing a stake of 1,602 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in HL in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2018. 208 funds tracked by Wall St. Rank hold HL as of Q4 2018.

  • Baystate Wealth Management reported no remaining Hecla Mining position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 1,602 Hecla Mining shares in Q4 2018, an estimated $4K.
  • Baystate Wealth Management first reported a position in Hecla Mining in Q1 2018 and held it in 3 quarters.
  • Baystate Wealth Management's Hecla Mining position peaked at $6K in Q1 2018.
  • 208 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.