KJWM
HL icon

Kiley Juergens Wealth Management’s Hecla Mining HL Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-2,441
Closed -$6K – 294
2018
Q3 		$6K Hold
2,441
– – ﹤0.01% 514
2018
Q2 		$8K Buy
+2,441
New +$9.3K 0.01% 446
2018
Q1 		– Sell
-25
Closed – – 303
2017
Q4 		$0 Buy
+25
New +$109 ﹤0.01% 685

Other funds holding HL

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
WGRM
Waterton Global Resource Management Toronto, Ontario, Canada $64.9M AUM 17.81% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kiley Juergens Wealth Management's HL Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Hecla Mining (HL) in Q4 2018, closing a stake of 2,441 shares — an estimated $6K sold.

Kiley Juergens Wealth Management first reported a position in HL in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q2 2018. 208 funds tracked by Wall St. Rank hold HL as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Hecla Mining position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 2,441 Hecla Mining shares in Q4 2018, an estimated $6K.
  • Kiley Juergens Wealth Management first reported a position in Hecla Mining in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Hecla Mining position peaked at $8K in Q2 2018.
  • 208 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.