FCH
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Freestone Capital Holdings’s Solitario Resources XPL Stock Holding History

Freestone Capital Holdings’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
2014
Q3 		– Sell
-38,366
Closed -$51K – 184
2014
Q2 		$51K Hold
38,366
– – 0.01% 208
2014
Q1 		$49K Hold
38,366
– – 0.01% 220
2013
Q4 		$33K Buy
+38,366
New +$33.6K 0.01% 289
2013
Q3 		– Sell
-31,693
Closed -$29K – 401
2013
Q2 		$29K Buy
+31,693
New +$38.5K 0.01% 296

Other funds holding XPL

LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Freestone Capital Holdings's XPL Position: Q3 2014 in Review

Freestone Capital Holdings sold out of Solitario Resources (XPL) in Q3 2014, closing a stake of 38,366 shares — an estimated $51K sold.

Freestone Capital Holdings first reported a position in XPL in Q2 2013 and held it in 4 quarters. The position peaked at $51K in Q2 2014. 23 funds tracked by Wall St. Rank hold XPL as of Q3 2014.

  • Freestone Capital Holdings reported no remaining Solitario Resources position as of Q3 2014 after selling out during the quarter.
  • Freestone Capital Holdings sold 38,366 Solitario Resources shares in Q3 2014, an estimated $51K.
  • Freestone Capital Holdings first reported a position in Solitario Resources in Q2 2013 and held it in 4 quarters.
  • Freestone Capital Holdings's Solitario Resources position peaked at $51K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held Solitario Resources as of Q3 2014.

Based on Freestone Capital Holdings's 13F filing for Q3 2014, filed 14 Nov 2014.