WealthPLAN Partners’s Hecla Mining HL Stock Holding History

WealthPLAN Partners’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
2016 Q3	$171K	Sell	33,161 -42,131	-56%	-$258K	0.06%	161
2016 Q2	$192K	Buy	+75,292	New	+$304K	0.02%	391

Other funds holding HL

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's HL Position: Q3 2016 in Review

WealthPLAN Partners reduced its Hecla Mining (HL) stake by 56% in Q3 2016, selling an estimated $258K and leaving 33,161 shares worth $171K. The position accounts for 0.06% of the portfolio, ranked #161.

WealthPLAN Partners first reported a position in HL in Q2 2016 and has held it in 2 quarters since. The position peaked at $192K in Q2 2016. 212 funds tracked by Wall St. Rank hold HL as of Q3 2016.

WealthPLAN Partners held 33,161 shares of Hecla Mining worth $171K as of Q3 2016.
WealthPLAN Partners sold 42,131 Hecla Mining shares in Q3 2016, an estimated $258K.
Hecla Mining made up 0.06% of WealthPLAN Partners's portfolio in Q3 2016, its #161 holding.
WealthPLAN Partners first reported a position in Hecla Mining in Q2 2016 and has held it in 2 quarters since.
WealthPLAN Partners's Hecla Mining position peaked at $192K in Q2 2016.
212 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2016.

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