NFG
PLM

Next Financial Group’s PolyMet Mining Corp. PLM Stock Holding History

Next Financial Group’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
2015
Q4 		– Sell
-600
Closed -$4K – 2094
2015
Q3 		$4K Hold
600
– – ﹤0.01% 1525
2015
Q2 		$6K Sell
600
-1,500
-71% -$17.7K ﹤0.01% 1462
2015
Q1 		$27K Hold
2,100
– – 0.01% 884
2014
Q4 		$22K Hold
2,100
– – 0.01% 953
2014
Q3 		$23K Buy
+2,100
New +$24.2K ﹤0.01% 1344

Other funds holding PLM

EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
BAM
Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

Next Financial Group's PLM Position: Q4 2015 in Review

Next Financial Group sold out of PolyMet Mining Corp. (PLM) in Q4 2015, closing a stake of 600 shares — an estimated $4K sold.

Next Financial Group first reported a position in PLM in Q3 2014 and held it in 5 quarters. The position peaked at $27K in Q1 2015. 34 funds tracked by Wall St. Rank hold PLM as of Q4 2015.

  • Next Financial Group reported no remaining PolyMet Mining Corp. position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 600 PolyMet Mining Corp. shares in Q4 2015, an estimated $4K.
  • Next Financial Group first reported a position in PolyMet Mining Corp. in Q3 2014 and held it in 5 quarters.
  • Next Financial Group's PolyMet Mining Corp. position peaked at $27K in Q1 2015.
  • 34 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.