B
PLM

Brightworth’s PolyMet Mining Corp. PLM Stock Holding History

Brightworth’s Portfolio PLM Stock Details PLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,500
Closed -$13K – 135
2018
Q1 		$13K Buy
+1,500
New +$16.5K ﹤0.01% 127

Other funds holding PLM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ATFA
All Terrain Financial Advisors Coon Rapids, Minnesota $425M AUM 16.3% 1-Year Est. Return

Brightworth's PLM Position: Q2 2018 in Review

Brightworth sold out of PolyMet Mining Corp. (PLM) in Q2 2018, closing a stake of 1,500 shares — an estimated $13K sold.

Brightworth first reported a position in PLM in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 47 funds tracked by Wall St. Rank hold PLM as of Q2 2018.

  • Brightworth reported no remaining PolyMet Mining Corp. position as of Q2 2018 after selling out during the quarter.
  • Brightworth sold 1,500 PolyMet Mining Corp. shares in Q2 2018, an estimated $13K.
  • Brightworth first reported a position in PolyMet Mining Corp. in Q1 2018 and held it in 1 quarter.
  • Brightworth's PolyMet Mining Corp. position peaked at $13K in Q1 2018.
  • 47 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q2 2018.

Based on Brightworth's 13F filing for Q2 2018, filed 3 Aug 2018.