SIM
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Sims Investment Management’s Coeur Mining CDE Stock Holding History

Sims Investment Management’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-368
Closed -$6.01K – 59
2026
Q2 		$6.01K Buy
+368
New +$6.71K ﹤0.01% 111

Other funds holding CDE

II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Sims Investment Management's CDE Position: Q3 2026 in Review

Sims Investment Management sold out of Coeur Mining (CDE) in Q3 2026, closing a stake of 368 shares — an estimated $6.01K sold.

Sims Investment Management first reported a position in CDE in Q2 2026 and held it in 1 quarter. The position peaked at $6.01K in Q2 2026. 38 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

  • Sims Investment Management reported no remaining Coeur Mining position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 368 Coeur Mining shares in Q3 2026, an estimated $6.01K.
  • Sims Investment Management first reported a position in Coeur Mining in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's Coeur Mining position peaked at $6.01K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.