HT
PLM

Heritage Trust’s PolyMet Mining Corp. PLM Stock Holding History

Heritage Trust’s Portfolio PLM Stock Details PLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,400
Closed -$6K – 212
2020
Q2 		$6K Hold
1,400
– – ﹤0.01% 199
2020
Q1 		$3K Hold
1,400
– – ﹤0.01% 174
2019
Q4 		$4K Hold
1,400
– – ﹤0.01% 192
2019
Q3 		$5K Hold
1,400
– – ﹤0.01% 186
2019
Q2 		$7K Buy
+1,400
New +$6.75K ﹤0.01% 181

Other funds holding PLM

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
HWM
HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Heritage Trust's PLM Position: Q3 2020 in Review

Heritage Trust sold out of PolyMet Mining Corp. (PLM) in Q3 2020, closing a stake of 1,400 shares — an estimated $6K sold.

Heritage Trust first reported a position in PLM in Q2 2019 and held it in 5 quarters. The position peaked at $7K in Q2 2019. 32 funds tracked by Wall St. Rank hold PLM as of Q3 2020.

  • Heritage Trust reported no remaining PolyMet Mining Corp. position as of Q3 2020 after selling out during the quarter.
  • Heritage Trust sold 1,400 PolyMet Mining Corp. shares in Q3 2020, an estimated $6K.
  • Heritage Trust first reported a position in PolyMet Mining Corp. in Q2 2019 and held it in 5 quarters.
  • Heritage Trust's PolyMet Mining Corp. position peaked at $7K in Q2 2019.
  • 32 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q3 2020.

Based on Heritage Trust's 13F filing for Q3 2020, filed 13 Nov 2020.