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Legacy Financial Advisors’s Fortuna Silver Mines FSM Stock Holding History

Legacy Financial Advisors’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-800
Closed -$3K – 1006
2018
Q3 		$3K Hold
800
– – ﹤0.01% 763
2018
Q2 		$4K Buy
+800
New +$4.47K ﹤0.01% 732

Other funds holding FSM

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EPIM
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Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Fortuna Silver Mines (FSM) in Q4 2018, closing a stake of 800 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in FSM in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 120 funds tracked by Wall St. Rank hold FSM as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Fortuna Silver Mines position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 800 Fortuna Silver Mines shares in Q4 2018, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Fortuna Silver Mines in Q2 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Fortuna Silver Mines position peaked at $4K in Q2 2018.
  • 120 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q4 2018.

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