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KMS Financial Services’s Hecla Mining HL Stock Holding History

KMS Financial Services’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
2014
Q3 		$48K Sell
19,242
-600
-3% -$1.88K 0.01% 533
2014
Q2 		$68K Hold
19,842
– – 0.01% 538
2014
Q1 		$61K Hold
19,842
– – 0.01% 522
2013
Q4 		$61K Buy
19,842
+2,099
+12% +$6.34K 0.01% 517
2013
Q3 		$56K Buy
17,743
+2,943
+20% +$9.6K 0.01% 441
2013
Q2 		$44K Buy
+14,800
New +$50.2K 0.01% 388

Other funds holding HL

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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KMS Financial Services's HL Position: Q3 2014 in Review

KMS Financial Services reduced its Hecla Mining (HL) stake by 3% in Q3 2014, selling an estimated $1.88K and leaving 19,242 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #533.

KMS Financial Services first reported a position in HL in Q2 2013 and has held it in 6 quarters since. The position peaked at $68K in Q2 2014. 176 funds tracked by Wall St. Rank hold HL as of Q3 2014.

  • KMS Financial Services held 19,242 shares of Hecla Mining worth $48K as of Q3 2014.
  • KMS Financial Services sold 600 Hecla Mining shares in Q3 2014, an estimated $1.88K.
  • Hecla Mining made up 0.01% of KMS Financial Services's portfolio in Q3 2014, its #533 holding.
  • KMS Financial Services first reported a position in Hecla Mining in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Hecla Mining position peaked at $68K in Q2 2014.
  • 176 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.