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Freedom Investment Management’s Solitario Resources XPL Stock Holding History

Freedom Investment Management’s Portfolio XPL Stock Details XPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-76,206
Closed -$33K – 980
2018
Q2 		$33K Buy
76,206
+3,939
+5% +$1.72K ﹤0.01% 946
2018
Q1 		$34K Sell
72,267
-611
-0.8% -$338 ﹤0.01% 1108
2017
Q4 		$44K Buy
72,878
+324
+0.4% +$203 ﹤0.01% 1119
2017
Q3 		$50K Buy
72,554
+460
+0.6% +$337 ﹤0.01% 1085
2017
Q2 		$48K Buy
72,094
+3,696
+5% +$2.74K ﹤0.01% 1050
2017
Q1 		$56K Buy
68,398
+12,114
+22% +$9.22K ﹤0.01% 1041
2016
Q4 		$35K Sell
56,284
-323
-0.6% -$213 ﹤0.01% 968
2016
Q3 		$37K Sell
56,607
-1,178
-2% -$902 ﹤0.01% 886
2016
Q2 		$30K Sell
57,785
-8,846
-13% -$4.45K ﹤0.01% 831
2016
Q1 		$31K Sell
66,631
-17,154
-20% -$8.18K ﹤0.01% 816
2015
Q4 		$41K Buy
83,785
+78,664
+1,536% +$38.1K ﹤0.01% 771
2015
Q3 		$484K Sell
5,121
-85,786
-94% -$45.6K 0.05% 330
2015
Q2 		$57K Buy
90,907
+788
+0.9% +$576 0.01% 672
2015
Q1 		$68K Sell
90,119
-16,397
-15% -$13.9K 0.01% 626
2014
Q4 		$98K Buy
106,516
+7,267
+7% +$7.3K 0.01% 570
2014
Q3 		$119K Buy
99,249
+3,399
+4% +$4.83K 0.02% 472
2014
Q2 		$127K Buy
95,850
+1,426
+2% +$1.72K 0.02% 479
2014
Q1 		$120K Buy
94,424
+11,671
+14% +$14K 0.03% 420
2013
Q4 		$70K Buy
82,753
+6,656
+9% +$5.83K 0.02% 427
2013
Q3 		$65K Buy
76,097
+857
+1% +$803 0.02% 367
2013
Q2 		$68K Buy
+75,240
New +$91.5K 0.02% 327

Other funds holding XPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Freedom Investment Management's XPL Position: Q3 2018 in Review

Freedom Investment Management sold out of Solitario Resources (XPL) in Q3 2018, closing a stake of 76,206 shares — an estimated $33K sold.

Freedom Investment Management first reported a position in XPL in Q2 2013 and held it in 21 quarters. The position peaked at $484K in Q3 2015. 30 funds tracked by Wall St. Rank hold XPL as of Q3 2018.

  • Freedom Investment Management reported no remaining Solitario Resources position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 76,206 Solitario Resources shares in Q3 2018, an estimated $33K.
  • Freedom Investment Management first reported a position in Solitario Resources in Q2 2013 and held it in 21 quarters.
  • Freedom Investment Management's Solitario Resources position peaked at $484K in Q3 2015.
  • 30 funds tracked by Wall St. Rank held Solitario Resources as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.