CA
ASM

Calton & Associates’s Avino Silver & Gold Mines ASM Stock Holding History

Calton & Associates’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,175
Closed -$1K – 398
2017
Q4 		$1K Buy
+1,175
New +$1.6K ﹤0.01% 1426

Other funds holding ASM

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Calton & Associates's ASM Position: Q1 2018 in Review

Calton & Associates sold out of Avino Silver & Gold Mines (ASM) in Q1 2018, closing a stake of 1,175 shares — an estimated $1K sold.

Calton & Associates first reported a position in ASM in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 23 funds tracked by Wall St. Rank hold ASM as of Q1 2018.

  • Calton & Associates reported no remaining Avino Silver & Gold Mines position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,175 Avino Silver & Gold Mines shares in Q1 2018, an estimated $1K.
  • Calton & Associates first reported a position in Avino Silver & Gold Mines in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Avino Silver & Gold Mines position peaked at $1K in Q4 2017.
  • 23 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.