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Independent Portfolio Consultants’s Solitario Resources XPL Stock Holding History

Independent Portfolio Consultants’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
Q4 		– Sell
-3,855
Closed -$5K – 887
2014
Q3 		$5K Sell
3,855
-5,010
-57% -$7.12K ﹤0.01% 796
2014
Q2 		$12K Buy
+8,865
New +$10.7K ﹤0.01% 801

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
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Independent Portfolio Consultants's XPL Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Solitario Resources (XPL) in Q4 2014, closing a stake of 3,855 shares — an estimated $5K sold.

Independent Portfolio Consultants first reported a position in XPL in Q2 2014 and held it in 2 quarters. The position peaked at $12K in Q2 2014. 27 funds tracked by Wall St. Rank hold XPL as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining Solitario Resources position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 3,855 Solitario Resources shares in Q4 2014, an estimated $5K.
  • Independent Portfolio Consultants first reported a position in Solitario Resources in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Solitario Resources position peaked at $12K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held Solitario Resources as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.