MA
PLM

Montag & Associates’s PolyMet Mining Corp. PLM Stock Holding History

Montag & Associates’s Portfolio PLM Stock Details PLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,000
Closed -$4K – 323
2020
Q2 		$4K Buy
+1,000
New +$2.9K ﹤0.01% 295

Other funds holding PLM

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
HWM
HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Montag & Associates's PLM Position: Q3 2020 in Review

Montag & Associates sold out of PolyMet Mining Corp. (PLM) in Q3 2020, closing a stake of 1,000 shares — an estimated $4K sold.

Montag & Associates first reported a position in PLM in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 32 funds tracked by Wall St. Rank hold PLM as of Q3 2020.

  • Montag & Associates reported no remaining PolyMet Mining Corp. position as of Q3 2020 after selling out during the quarter.
  • Montag & Associates sold 1,000 PolyMet Mining Corp. shares in Q3 2020, an estimated $4K.
  • Montag & Associates first reported a position in PolyMet Mining Corp. in Q2 2020 and held it in 1 quarter.
  • Montag & Associates's PolyMet Mining Corp. position peaked at $4K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q3 2020.

Based on Montag & Associates's 13F filing for Q3 2020, filed 12 Nov 2020.