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WealthPLAN Partners’s Coeur Mining CDE Stock Holding History

WealthPLAN Partners’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$146K Sell
13,803
-17,603
-56% -$241K 0.05% 180
2016
Q2 		$168K Buy
+31,406
New +$247K 0.02% 429

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VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WealthPLAN Partners's CDE Position: Q3 2016 in Review

WealthPLAN Partners reduced its Coeur Mining (CDE) stake by 56% in Q3 2016, selling an estimated $241K and leaving 13,803 shares worth $146K. The position accounts for 0.05% of the portfolio, ranked #180.

WealthPLAN Partners first reported a position in CDE in Q2 2016 and has held it in 2 quarters since. The position peaked at $168K in Q2 2016. 209 funds tracked by Wall St. Rank hold CDE as of Q3 2016.

  • WealthPLAN Partners held 13,803 shares of Coeur Mining worth $146K as of Q3 2016.
  • WealthPLAN Partners sold 17,603 Coeur Mining shares in Q3 2016, an estimated $241K.
  • Coeur Mining made up 0.05% of WealthPLAN Partners's portfolio in Q3 2016, its #180 holding.
  • WealthPLAN Partners first reported a position in Coeur Mining in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Coeur Mining position peaked at $168K in Q2 2016.
  • 209 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.