Blue Bell Private Wealth Management’s Newmont NEM Stock Holding History

Blue Bell Private Wealth Management’s Portfolio NEM Stock Details NEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,000	Closed	-$40K	–	352
2016 Q3	$40K	Hold	1,000	–	–	0.02%	227
2016 Q2	$40K	Hold	1,000	–	–	0.03%	234
2016 Q1	$27K	Hold	1,000	–	–	0.02%	267
2015 Q4	$18K	Hold	1,000	–	–	0.01%	316
2015 Q3	$16K	Hold	1,000	–	–	0.01%	333
2015 Q2	$23K	Sell	1,000 -500	-33%	-$12.5K	0.01%	299
2015 Q1	$32K	Hold	1,500	–	–	0.02%	260
2014 Q4	$28K	Hold	1,500	–	–	0.02%	279
2014 Q3	$35K	Hold	1,500	–	–	0.02%	275
2014 Q2	$38K	Hold	1,500	–	–	0.02%	254
2014 Q1	$35K	Hold	1,500	–	–	0.02%	233
2013 Q4	$35K	Buy	+1,500	New	+$38.5K	0.03%	235

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Bell Private Wealth Management's NEM Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Newmont (NEM) in Q4 2016, closing a stake of 1,000 shares — an estimated $40K sold.

Blue Bell Private Wealth Management first reported a position in NEM in Q4 2013 and held it in 12 quarters. The position peaked at $40K in Q3 2016. 597 funds tracked by Wall St. Rank hold NEM as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining Newmont position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 1,000 Newmont shares in Q4 2016, an estimated $40K.
Blue Bell Private Wealth Management first reported a position in Newmont in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's Newmont position peaked at $40K in Q3 2016.
597 funds tracked by Wall St. Rank held Newmont as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.