Independent Advisor Alliance’s PolyMet Mining Corp. PLM Stock Holding History

Independent Advisor Alliance’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	-9,809	Closed	-$40K	–	553
2020 Q2	$40K	Hold	9,809	–	–	﹤0.01%	469
2020 Q1	$23K	Hold	9,809	–	–	﹤0.01%	410
2019 Q4	$25K	Buy	9,809 +221	+2%	+$670	﹤0.01%	876
2019 Q3	$31K	Buy	9,588 +4,342	+83%	+$16.2K	﹤0.01%	445
2019 Q2	$23K	Buy	5,246 +1,450	+38%	+$6.99K	﹤0.01%	403
2019 Q1	$26K	Buy	3,796 +275	+8%	+$2.01K	﹤0.01%	434
2018 Q4	$29K	Buy	3,521 +115	+3%	+$1.01K	0.01%	394
2018 Q3	$34K	Hold	3,406	–	–	0.01%	370
2018 Q2	$34K	Hold	3,406	–	–	0.01%	344
2018 Q1	$29K	Buy	3,406 +525	+18%	+$5.78K	0.01%	339
2017 Q4	$32K	Buy	2,881 +100	+4%	+$647	0.01%	321
2017 Q3	$17K	Buy	+2,781	New	+$17.7K	﹤0.01%	263

Other funds holding PLM

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 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

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Independent Advisor Alliance's PLM Position: Q3 2020 in Review

Independent Advisor Alliance sold out of PolyMet Mining Corp. (PLM) in Q3 2020, closing a stake of 9,809 shares — an estimated $40K sold.

Independent Advisor Alliance first reported a position in PLM in Q3 2017 and held it in 12 quarters. The position peaked at $40K in Q2 2020. 32 funds tracked by Wall St. Rank hold PLM as of Q3 2020.

Independent Advisor Alliance reported no remaining PolyMet Mining Corp. position as of Q3 2020 after selling out during the quarter.
Independent Advisor Alliance sold 9,809 PolyMet Mining Corp. shares in Q3 2020, an estimated $40K.
Independent Advisor Alliance first reported a position in PolyMet Mining Corp. in Q3 2017 and held it in 12 quarters.
Independent Advisor Alliance's PolyMet Mining Corp. position peaked at $40K in Q2 2020.
32 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q3 2020.

Based on Independent Advisor Alliance's 13F filing for Q3 2020, filed 4 Nov 2020.