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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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return