WP
LODE icon

WealthPLAN Partners’s Comstock LODE Stock Holding History

WealthPLAN Partners’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$5.23K Sell
60
-60
-50% -$5.81K ﹤0.01% 705
2016
Q2 		$5.22K Buy
+120
New +$11.6K ﹤0.01% 1972

Other funds holding LODE

VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WealthPLAN Partners's LODE Position: Q3 2016 in Review

WealthPLAN Partners reduced its Comstock (LODE) stake by 50% in Q3 2016, selling an estimated $5.81K and leaving 60 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

WealthPLAN Partners first reported a position in LODE in Q2 2016 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold LODE as of Q3 2016.

  • WealthPLAN Partners held 60 shares of Comstock worth $5.23K as of Q3 2016.
  • WealthPLAN Partners sold 60 Comstock shares in Q3 2016, an estimated $5.81K.
  • Comstock made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #705 holding.
  • WealthPLAN Partners first reported a position in Comstock in Q2 2016 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Comstock as of Q3 2016.

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