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LODE icon

MOTCO’s Comstock LODE Stock Holding History

MOTCO’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-151
Closed -$8K – 618
2017
Q1 		$8K Hold
151
– – ﹤0.01% 511
2016
Q4 		$10K Buy
+151
New +$9.93K ﹤0.01% 503

Other funds holding LODE

VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MOTCO's LODE Position: Q2 2017 in Review

MOTCO sold out of Comstock (LODE) in Q2 2017, closing a stake of 151 shares — an estimated $8K sold.

MOTCO first reported a position in LODE in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q4 2016. 28 funds tracked by Wall St. Rank hold LODE as of Q2 2017.

  • MOTCO reported no remaining Comstock position as of Q2 2017 after selling out during the quarter.
  • MOTCO sold 151 Comstock shares in Q2 2017, an estimated $8K.
  • MOTCO first reported a position in Comstock in Q4 2016 and held it in 2 quarters.
  • MOTCO's Comstock position peaked at $10K in Q4 2016.
  • 28 funds tracked by Wall St. Rank held Comstock as of Q2 2017.

Based on MOTCO's 13F filing for Q2 2017, filed 8 Aug 2017.