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WealthPLAN Partners’s Harmony Gold Mining HMY Stock Holding History

WealthPLAN Partners’s Portfolio HMY Stock Details HMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,192
Closed -$5.9K – 286
2017
Q1 		$5.9K Buy
+2,192
New +$5.47K 0.02% 329
2016
Q3 		$3.06K Buy
+980
New +$4K ﹤0.01% 799
2015
Q4 		$1.17K Buy
+1,258
New +$917 ﹤0.01% 1537
2015
Q2 		– Sell
-1,258
Closed -$2K – 467
2015
Q1 		$2K Buy
+1,258
New +$3.04K ﹤0.01% 490

Other funds holding HMY

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Dimensional Fund Advisors
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BlackRock
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return