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Optimum Investment Advisors’s Hecla Mining HL Stock Holding History

Optimum Investment Advisors’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,200
Closed -$4K – 755
2013
Q4 		$4K Hold
1,200
– – ﹤0.01% 682
2013
Q3 		$4K Buy
+1,200
New +$3.91K ﹤0.01% 649

Other funds holding HL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $473M AUM 63.76% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Optimum Investment Advisors's HL Position: Q1 2014 in Review

Optimum Investment Advisors sold out of Hecla Mining (HL) in Q1 2014, closing a stake of 1,200 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in HL in Q3 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2013. 181 funds tracked by Wall St. Rank hold HL as of Q1 2014.

  • Optimum Investment Advisors reported no remaining Hecla Mining position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,200 Hecla Mining shares in Q1 2014, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Hecla Mining in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's Hecla Mining position peaked at $4K in Q4 2013.
  • 181 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.