Transform Wealth’s Hecla Mining HL Stock Holding History

Transform Wealth’s Portfolio HL Stock Details HL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-22,000	Closed	-$52K	–	175
2018 Q4	$52K	Hold	22,000	–	–	0.01%	180
2018 Q3	$61K	Hold	22,000	–	–	0.01%	193
2018 Q2	$77K	Sell	22,000 -4,000	-15%	-$15.2K	0.01%	215
2018 Q1	$95K	Buy	26,000 +4,000	+18%	+$15.5K	0.02%	235
2017 Q4	$87K	Sell	22,000 -3,000	-12%	-$13K	0.02%	247
2017 Q3	$126K	Sell	25,000 -1,000	-4%	-$5.13K	0.04%	206
2017 Q2	$133K	Sell	26,000 -11,000	-30%	-$61K	0.15%	61
2017 Q1	$196K	Sell	37,000 -1,000	-3%	-$5.78K	0.07%	198
2016 Q4	$199K	Buy	38,000 +23,000	+153%	+$135K	0.08%	197
2016 Q3	$86K	Sell	15,000 -26,959	-64%	-$165K	0.04%	203
2016 Q2	$214K	Buy	+41,959	New	+$170K	0.09%	196

Other funds holding HL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Transform Wealth's HL Position: Q1 2019 in Review

Transform Wealth sold out of Hecla Mining (HL) in Q1 2019, closing a stake of 22,000 shares — an estimated $52K sold.

Transform Wealth first reported a position in HL in Q2 2016 and held it in 11 quarters. The position peaked at $214K in Q2 2016. 212 funds tracked by Wall St. Rank hold HL as of Q1 2019.

Transform Wealth reported no remaining Hecla Mining position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 22,000 Hecla Mining shares in Q1 2019, an estimated $52K.
Transform Wealth first reported a position in Hecla Mining in Q2 2016 and held it in 11 quarters.
Transform Wealth's Hecla Mining position peaked at $214K in Q2 2016.
212 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.