Private Wealth Partners’s United States Antimony UAMY Stock Holding History

Private Wealth Partners’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
2014 Q4	–	Sell	-81,766	Closed	-$104K	–	170
2014 Q3	$104K	Sell	81,766 -72,584	-47%	-$108K	0.02%	164
2014 Q2	$219K	Sell	154,350 -1,550	-1%	-$2.82K	0.05%	146
2014 Q1	$284K	Sell	155,900 -14,285	-8%	-$27.6K	0.07%	134
2013 Q4	$335K	Sell	170,185 -30,600	-15%	-$53.1K	0.07%	144
2013 Q3	$279K	Sell	200,785 -14,500	-7%	-$17.3K	0.07%	147
2013 Q2	$238K	Buy	+215,285	New	+$294K	0.06%	157

Other funds holding UAMY

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RFC

Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Private Wealth Partners's UAMY Position: Q4 2014 in Review

Private Wealth Partners sold out of United States Antimony (UAMY) in Q4 2014, closing a stake of 81,766 shares — an estimated $104K sold.

Private Wealth Partners first reported a position in UAMY in Q2 2013 and held it in 6 quarters. The position peaked at $335K in Q4 2013. 28 funds tracked by Wall St. Rank hold UAMY as of Q4 2014.

Private Wealth Partners reported no remaining United States Antimony position as of Q4 2014 after selling out during the quarter.
Private Wealth Partners sold 81,766 United States Antimony shares in Q4 2014, an estimated $104K.
Private Wealth Partners first reported a position in United States Antimony in Q2 2013 and held it in 6 quarters.
Private Wealth Partners's United States Antimony position peaked at $335K in Q4 2013.
28 funds tracked by Wall St. Rank held United States Antimony as of Q4 2014.

Based on Private Wealth Partners's 13F filing for Q4 2014, filed 23 Jan 2015.