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Wealthspire Advisors (Maryland)’s Harmony Gold Mining HMY Stock Holding History

Wealthspire Advisors (Maryland)’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
Q4 		– Sell
-425
Closed -$1K – 2480
2017
Q3 		$1K Hold
425
– – ﹤0.01% 2099
2017
Q2 		$1K Buy
+425
New +$912 ﹤0.01% 2089

Other funds holding HMY

VanEck Associates
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HMY Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Harmony Gold Mining (HMY) in Q4 2017, closing a stake of 425 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in HMY in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 96 funds tracked by Wall St. Rank hold HMY as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Harmony Gold Mining position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 425 Harmony Gold Mining shares in Q4 2017, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Harmony Gold Mining in Q2 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Harmony Gold Mining position peaked at $1K in Q3 2017.
  • 96 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.