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Legacy Financial Advisors’s Coeur Mining CDE Stock Holding History

Legacy Financial Advisors’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-600
Closed -$3K – 986
2018
Q3 		$3K Hold
600
– – ﹤0.01% 753
2018
Q2 		$5K Buy
+600
New +$4.84K ﹤0.01% 688

Other funds holding CDE

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Legacy Financial Advisors's CDE Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Coeur Mining (CDE) in Q4 2018, closing a stake of 600 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in CDE in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 180 funds tracked by Wall St. Rank hold CDE as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Coeur Mining position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 600 Coeur Mining shares in Q4 2018, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Coeur Mining in Q2 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Coeur Mining position peaked at $5K in Q2 2018.
  • 180 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.