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Moneta Group Investment Advisors’s Fortuna Silver Mines FSM Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-888
Closed -$5K – 473
2018
Q1 		$5K Buy
+888
New +$4.28K ﹤0.01% 509

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EPIM
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ISL
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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GXMC
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DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Moneta Group Investment Advisors's FSM Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Fortuna Silver Mines (FSM) in Q2 2018, closing a stake of 888 shares — an estimated $5K sold.

Moneta Group Investment Advisors first reported a position in FSM in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 122 funds tracked by Wall St. Rank hold FSM as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Fortuna Silver Mines position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 888 Fortuna Silver Mines shares in Q2 2018, an estimated $5K.
  • Moneta Group Investment Advisors first reported a position in Fortuna Silver Mines in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Fortuna Silver Mines position peaked at $5K in Q1 2018.
  • 122 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.