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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 		$158K 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 $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Merriman Wealth Management's HL Position: Q4 2019 in Review

Merriman Wealth Management sold out of Hecla Mining (HL) in Q4 2019, closing a stake of 97,154 shares — an estimated $171K sold.

Merriman Wealth Management first reported a position in HL in Q2 2016 and held it in 14 quarters. The position peaked at $6.81M in Q3 2016. 206 funds tracked by Wall St. Rank hold HL as of Q4 2019.

  • Merriman Wealth Management reported no remaining Hecla Mining position as of Q4 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 97,154 Hecla Mining shares in Q4 2019, an estimated $171K.
  • Merriman Wealth Management first reported a position in Hecla Mining in Q2 2016 and held it in 14 quarters.
  • Merriman Wealth Management's Hecla Mining position peaked at $6.81M in Q3 2016.
  • 206 funds tracked by Wall St. Rank held Hecla Mining as of Q4 2019.

Based on Merriman Wealth Management's 13F filing for Q4 2019, filed 23 Jan 2020.