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Private Wealth Partners’s Comstock LODE Stock Holding History

Private Wealth Partners’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
2014
Q1 		– Sell
-708
Closed -$310K – 165
2013
Q4 		$310K Buy
708
+108
+18% +$47.6K 0.07% 146
2013
Q3 		$270K Buy
+600
New +$294K 0.06% 151

Other funds holding LODE

VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $372M AUM 45.33% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Partners's LODE Position: Q1 2014 in Review

Private Wealth Partners sold out of Comstock (LODE) in Q1 2014, closing a stake of 708 shares — an estimated $310K sold.

Private Wealth Partners first reported a position in LODE in Q3 2013 and held it in 2 quarters. The position peaked at $310K in Q4 2013. 34 funds tracked by Wall St. Rank hold LODE as of Q1 2014.

  • Private Wealth Partners reported no remaining Comstock position as of Q1 2014 after selling out during the quarter.
  • Private Wealth Partners sold 708 Comstock shares in Q1 2014, an estimated $310K.
  • Private Wealth Partners first reported a position in Comstock in Q3 2013 and held it in 2 quarters.
  • Private Wealth Partners's Comstock position peaked at $310K in Q4 2013.
  • 34 funds tracked by Wall St. Rank held Comstock as of Q1 2014.

Based on Private Wealth Partners's 13F filing for Q1 2014, filed 24 Apr 2014.