Strategic Wealth Partners’s Fortuna Silver Mines FSM Stock Holding History

Strategic Wealth Partners’s Portfolio FSM Stock Details FSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-800	Closed	-$2	–	262
2019 Q3	$2	Hold	800	–	–	﹤0.01%	688
2019 Q2	$2K	Hold	800	–	–	﹤0.01%	693
2019 Q1	$3K	Hold	800	–	–	﹤0.01%	699
2018 Q4	$3K	Hold	800	–	–	﹤0.01%	612
2018 Q3	$3K	Hold	800	–	–	﹤0.01%	585
2018 Q2	$5K	Hold	800	–	–	﹤0.01%	633
2018 Q1	$4K	Hold	800	–	–	﹤0.01%	671
2017 Q4	$4K	Buy	+800	New	+$3.6K	﹤0.01%	630

Other funds holding FSM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Strategic Wealth Partners's FSM Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Fortuna Silver Mines (FSM) in Q4 2019, closing a stake of 800 shares — an estimated $2 sold.

Strategic Wealth Partners first reported a position in FSM in Q4 2017 and held it in 8 quarters. The position peaked at $5K in Q2 2018. 110 funds tracked by Wall St. Rank hold FSM as of Q4 2019.

Strategic Wealth Partners reported no remaining Fortuna Silver Mines position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 800 Fortuna Silver Mines shares in Q4 2019, an estimated $2.
Strategic Wealth Partners first reported a position in Fortuna Silver Mines in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's Fortuna Silver Mines position peaked at $5K in Q2 2018.
110 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.