BWM
EXK

BerganKDV Wealth Management’s Endeavour Silver EXK Stock Holding History

BerganKDV Wealth Management’s Portfolio EXK Stock Details EXK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,000
Closed -$3K – 624
2018
Q2 		$3K Buy
+1,000
New +$2.91K ﹤0.01% 582

Other funds holding EXK

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

BerganKDV Wealth Management's EXK Position: Q3 2018 in Review

BerganKDV Wealth Management sold out of Endeavour Silver (EXK) in Q3 2018, closing a stake of 1,000 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in EXK in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 54 funds tracked by Wall St. Rank hold EXK as of Q3 2018.

  • BerganKDV Wealth Management reported no remaining Endeavour Silver position as of Q3 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,000 Endeavour Silver shares in Q3 2018, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Endeavour Silver in Q2 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's Endeavour Silver position peaked at $3K in Q2 2018.
  • 54 funds tracked by Wall St. Rank held Endeavour Silver as of Q3 2018.

Based on BerganKDV Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.