Estate Planners Group’s Coeur Mining CDE Stock Holding History

Estate Planners Group’s Portfolio CDE Stock Details CDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-200	Closed	-$3.57K	–	125
2025 Q4	$3.57K	Buy	+200	New	+$3.48K	﹤0.01%	365

Other funds holding CDE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Estate Planners Group's CDE Position: Q1 2026 in Review

Estate Planners Group sold out of Coeur Mining (CDE) in Q1 2026, closing a stake of 200 shares — an estimated $3.57K sold.

Estate Planners Group first reported a position in CDE in Q4 2025 and held it in 1 quarter. The position peaked at $3.57K in Q4 2025. 654 funds tracked by Wall St. Rank hold CDE as of Q1 2026.

Estate Planners Group reported no remaining Coeur Mining position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 200 Coeur Mining shares in Q1 2026, an estimated $3.57K.
Estate Planners Group first reported a position in Coeur Mining in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Coeur Mining position peaked at $3.57K in Q4 2025.
654 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.