SWP
B

Strategic Wealth Partners’s Barrick Mining B Stock Holding History

Strategic Wealth Partners’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
2019
Q1 		– Sell
-67
Closed -$1K – 784
2018
Q4 		$1K Buy
+67
New +$866 ﹤0.01% 659
2018
Q1 		– Sell
-225
Closed -$4K – 798
2017
Q4 		$4K Buy
+225
New +$3.32K ﹤0.01% 631

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Wealth Partners's B Position: Q1 2019 in Review

Strategic Wealth Partners sold out of Barrick Mining (B) in Q1 2019, closing a stake of 67 shares — an estimated $1K sold.

Strategic Wealth Partners first reported a position in B in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 513 funds tracked by Wall St. Rank hold B as of Q1 2019.

  • Strategic Wealth Partners reported no remaining Barrick Mining position as of Q1 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 67 Barrick Mining shares in Q1 2019, an estimated $1K.
  • Strategic Wealth Partners first reported a position in Barrick Mining in Q4 2017 and held it in 2 quarters.
  • Strategic Wealth Partners's Barrick Mining position peaked at $4K in Q4 2017.
  • 513 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2019.

Based on Strategic Wealth Partners's 13F filing for Q1 2019, filed 14 May 2019.