MLFP
EXK

MPS Loria Financial Planners’s Endeavour Silver EXK Stock Holding History

MPS Loria Financial Planners’s Portfolio EXK Stock Details EXK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-500
Closed -$1K – 165
2017
Q2 		$1K Buy
+500
New +$1.54K ﹤0.01% 370

Other funds holding EXK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

MPS Loria Financial Planners's EXK Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Endeavour Silver (EXK) in Q3 2017, closing a stake of 500 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in EXK in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 65 funds tracked by Wall St. Rank hold EXK as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Endeavour Silver position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 500 Endeavour Silver shares in Q3 2017, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Endeavour Silver in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Endeavour Silver position peaked at $1K in Q2 2017.
  • 65 funds tracked by Wall St. Rank held Endeavour Silver as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.