PHH Investments’s United States Antimony UAMY Stock Holding History

PHH Investments’s Portfolio UAMY Stock Details UAMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$23K	Hold	60,000	–	–	0.01%	81
2019 Q3	$34K	Hold	60,000	–	–	0.01%	80
2019 Q2	$34K	Buy	+60,000	New	+$32.9K	0.01%	80
2019 Q1	–	Sell	-60,000	Closed	-$35K	–	84
2018 Q4	$35K	Hold	60,000	–	–	0.01%	82
2018 Q3	$51K	Hold	60,000	–	–	0.01%	80
2018 Q2	$29K	Hold	60,000	–	–	0.01%	77
2018 Q1	$15K	Hold	60,000	–	–	﹤0.01%	80
2017 Q4	$19K	Hold	60,000	–	–	0.01%	76
2017 Q3	$17K	Hold	60,000	–	–	0.01%	71
2017 Q2	$23K	Hold	60,000	–	–	0.01%	69
2017 Q1	$30K	Hold	60,000	–	–	0.01%	69
2016 Q4	$22K	Buy	+60,000	New	+$21.3K	0.01%	65

Other funds holding UAMY

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

PWLP

Prio Wealth Limited Partnership Boston, Massachusetts $3.41B AUM 44.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

PHH Investments's UAMY Position: Q4 2019 in Review

PHH Investments held its United States Antimony (UAMY) position steady in Q4 2019 at 60,000 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #81.

PHH Investments first reported a position in UAMY in Q4 2016 and has held it in 12 quarters since. The position peaked at $51K in Q3 2018. 25 funds tracked by Wall St. Rank hold UAMY as of Q4 2019.

PHH Investments held 60,000 shares of United States Antimony worth $23K as of Q4 2019.
PHH Investments left its United States Antimony share count unchanged in Q4 2019.
United States Antimony made up 0.01% of PHH Investments's portfolio in Q4 2019, its #81 holding.
PHH Investments first reported a position in United States Antimony in Q4 2016 and has held it in 12 quarters since.
PHH Investments's United States Antimony position peaked at $51K in Q3 2018.
25 funds tracked by Wall St. Rank held United States Antimony as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.