JGUA
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John G. Ullman & Associates’s Hecla Mining HL Stock Holding History

John G. Ullman & Associates’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-13,639
Closed -$78K – 121
2016
Q3 		$78K Buy
13,639
+3,415
+33% +$20.9K 0.02% 110
2016
Q2 		$52K Buy
+10,224
New +$41.3K 0.01% 111

Other funds holding HL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

John G. Ullman & Associates's HL Position: Q4 2016 in Review

John G. Ullman & Associates sold out of Hecla Mining (HL) in Q4 2016, closing a stake of 13,639 shares — an estimated $78K sold.

John G. Ullman & Associates first reported a position in HL in Q2 2016 and held it in 2 quarters. The position peaked at $78K in Q3 2016. 210 funds tracked by Wall St. Rank hold HL as of Q4 2016.

  • John G. Ullman & Associates reported no remaining Hecla Mining position as of Q4 2016 after selling out during the quarter.
  • John G. Ullman & Associates sold 13,639 Hecla Mining shares in Q4 2016, an estimated $78K.
  • John G. Ullman & Associates first reported a position in Hecla Mining in Q2 2016 and held it in 2 quarters.
  • John G. Ullman & Associates's Hecla Mining position peaked at $78K in Q3 2016.
  • 210 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2016.

Based on John G. Ullman & Associates's 13F filing for Q4 2016, filed 20 Jan 2017.