WP
MUX icon

WealthPLAN Partners’s McEwen Inc MUX Stock Holding History

WealthPLAN Partners’s Portfolio MUX Stock Details MUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$143K Sell
4,452
-5,252
-54% -$216K 0.05% 186
2016
Q2 		$187K Buy
+9,704
New +$257K 0.02% 405

Other funds holding MUX

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

WealthPLAN Partners's MUX Position: Q3 2016 in Review

WealthPLAN Partners reduced its McEwen Inc (MUX) stake by 54% in Q3 2016, selling an estimated $216K and leaving 4,452 shares worth $143K. The position accounts for 0.05% of the portfolio, ranked #186.

WealthPLAN Partners first reported a position in MUX in Q2 2016 and has held it in 2 quarters since. The position peaked at $187K in Q2 2016. 106 funds tracked by Wall St. Rank hold MUX as of Q3 2016.

  • WealthPLAN Partners held 4,452 shares of McEwen Inc worth $143K as of Q3 2016.
  • WealthPLAN Partners sold 5,252 McEwen Inc shares in Q3 2016, an estimated $216K.
  • McEwen Inc made up 0.05% of WealthPLAN Partners's portfolio in Q3 2016, its #186 holding.
  • WealthPLAN Partners first reported a position in McEwen Inc in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's McEwen Inc position peaked at $187K in Q2 2016.
  • 106 funds tracked by Wall St. Rank held McEwen Inc as of Q3 2016.

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