Merriman Wealth Management’s Hecla Mining HL Stock Holding History

Merriman 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
2019 Q4	–	Sell	-97,154	Closed	-$171K	–	188
2019 Q3	$171K	Buy	97,154 +3,000	+3%	+$5.41K	0.03%	167
2019 Q2	$1.58K	Sell	94,154 -178,858	-66%	-$327K	0.03%	185
2019 Q1	$628K	Sell	273,012 -8,500	-3%	-$21.4K	0.12%	115
2018 Q4	$726K	Sell	281,512 -22,000	-7%	-$56.3K	0.16%	79
2018 Q3	$847K	Hold	303,512	–	–	0.18%	90
2018 Q2	$1.06M	Sell	303,512 -220,676	-42%	-$840K	0.24%	71
2018 Q1	$1.92M	Sell	524,188 -158,124	-23%	-$613K	0.51%	46
2017 Q4	$2.71M	Sell	682,312 -94,442	-12%	-$411K	0.66%	39
2017 Q3	$3.9M	Sell	776,754 -90,651	-10%	-$465K	0.93%	30
2017 Q2	$4.42M	Buy	867,405 +14,940	+2%	+$82.8K	1.23%	27
2017 Q1	$4.51M	Sell	852,465 -265,935	-24%	-$1.54M	1.1%	30
2016 Q4	$5.86M	Sell	1,118,400 -75,651	-6%	-$443K	1.6%	18
2016 Q3	$6.81M	Sell	1,194,051 -41,407	-3%	-$253K	1.4%	18
2016 Q2	$6.3M	Buy	+1,235,458	New	+$4.99M	1.78%	11

Other funds holding HL

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return