Harbor Investment Advisory’s Coeur Mining CDE Stock Holding History

Harbor Investment Advisory’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 Q3	$8.8K	Sell	500 -5,000	-91%	-$90.8K	﹤0.01%	1120
2026 Q2	$89.8K	Hold	5,500	–	–	0.01%	590
2026 Q1	$103K	Buy	+5,500	New	+$120K	0.01%	504
2022 Q4	–	Sell	-906	Closed	-$3K	–	1340
2022 Q3	$3K	Hold	906	–	–	﹤0.01%	1181
2022 Q2	$3K	Hold	906	–	–	﹤0.01%	1190
2022 Q1	$4K	Sell	906 -2,918	-76%	-$13.9K	﹤0.01%	1177
2021 Q4	$19K	Buy	3,824 +2,163	+130%	+$13K	﹤0.01%	942
2021 Q3	$10K	Hold	1,661	–	–	﹤0.01%	1052
2021 Q2	$15K	Sell	1,661 -1,970	-54%	-$19K	﹤0.01%	942
2021 Q1	$33K	Sell	3,631 -668	-16%	-$6.21K	0.01%	769
2020 Q4	$44K	Buy	4,299 +1,427	+50%	+$11.7K	0.01%	654
2020 Q3	$21K	Buy	2,872 +1,417	+97%	+$10.7K	﹤0.01%	723
2020 Q2	$7K	Hold	1,455	–	–	﹤0.01%	828
2020 Q1	$5K	Buy	+1,455	New	+$7.56K	﹤0.01%	851

Other funds holding CDE

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Harbor Investment Advisory's CDE Position: Q3 2026 in Review

Harbor Investment Advisory reduced its Coeur Mining (CDE) stake by 91% in Q3 2026, selling an estimated $90.8K and leaving 500 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Harbor Investment Advisory first reported a position in CDE in Q1 2020 and has held it in 14 quarters since. The position peaked at $103K in Q1 2026. 35 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

Harbor Investment Advisory held 500 shares of Coeur Mining worth $8.8K as of Q3 2026.
Harbor Investment Advisory sold 5,000 Coeur Mining shares in Q3 2026, an estimated $90.8K.
Coeur Mining made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1120 holding.
Harbor Investment Advisory first reported a position in Coeur Mining in Q1 2020 and has held it in 14 quarters since.
Harbor Investment Advisory's Coeur Mining position peaked at $103K in Q1 2026.
35 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.