SFPIA
B

Stevens First Principles Investment Advisors’s Barrick Mining B Stock Holding History

Stevens First Principles Investment Advisors’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,500
Closed -$24K – 220
2013
Q2 		$24K Buy
+1,500
New +$30.4K 0.02% 156

Other funds holding B

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Stevens First Principles Investment Advisors's B Position: Q3 2013 in Review

Stevens First Principles Investment Advisors sold out of Barrick Mining (B) in Q3 2013, closing a stake of 1,500 shares — an estimated $24K sold.

Stevens First Principles Investment Advisors first reported a position in B in Q2 2013 and held it in 1 quarter. The position peaked at $24K in Q2 2013. 425 funds tracked by Wall St. Rank hold B as of Q3 2013.

  • Stevens First Principles Investment Advisors reported no remaining Barrick Mining position as of Q3 2013 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 1,500 Barrick Mining shares in Q3 2013, an estimated $24K.
  • Stevens First Principles Investment Advisors first reported a position in Barrick Mining in Q2 2013 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's Barrick Mining position peaked at $24K in Q2 2013.
  • 425 funds tracked by Wall St. Rank held Barrick Mining as of Q3 2013.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2013, filed 25 Oct 2013.