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WealthPLAN Partners’s Fortuna Silver Mines FSM Stock Holding History

WealthPLAN 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
2016
Q3 		$121K Sell
19,367
-19,367
-50% -$161K 0.04% 210
2016
Q2 		$135K Buy
+38,734
New +$225K 0.02% 511

Other funds holding FSM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

WealthPLAN Partners's FSM Position: Q3 2016 in Review

WealthPLAN Partners reduced its Fortuna Silver Mines (FSM) stake by 50% in Q3 2016, selling an estimated $161K and leaving 19,367 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #210.

WealthPLAN Partners first reported a position in FSM in Q2 2016 and has held it in 2 quarters since. The position peaked at $135K in Q2 2016. 94 funds tracked by Wall St. Rank hold FSM as of Q3 2016.

  • WealthPLAN Partners held 19,367 shares of Fortuna Silver Mines worth $121K as of Q3 2016.
  • WealthPLAN Partners sold 19,367 Fortuna Silver Mines shares in Q3 2016, an estimated $161K.
  • Fortuna Silver Mines made up 0.04% of WealthPLAN Partners's portfolio in Q3 2016, its #210 holding.
  • WealthPLAN Partners first reported a position in Fortuna Silver Mines in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Fortuna Silver Mines position peaked at $135K in Q2 2016.
  • 94 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q3 2016.

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