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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 – 284
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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 23.41% 1-Year Est. Return

WealthPLAN Partners's HMY Position: Q2 2017 in Review

WealthPLAN Partners sold out of Harmony Gold Mining (HMY) in Q2 2017, closing a stake of 2,192 shares — an estimated $5.9K sold.

WealthPLAN Partners first reported a position in HMY in Q1 2015 and held it in 4 quarters. The position peaked at $5.9K in Q1 2017. 96 funds tracked by Wall St. Rank hold HMY as of Q2 2017.

  • WealthPLAN Partners reported no remaining Harmony Gold Mining position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 2,192 Harmony Gold Mining shares in Q2 2017, an estimated $5.9K.
  • WealthPLAN Partners first reported a position in Harmony Gold Mining in Q1 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Harmony Gold Mining position peaked at $5.9K in Q1 2017.
  • 96 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.