Wealthspire Advisors (Maryland)’s PolyMet Mining Corp. PLM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PLM Stock Details PLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,000	Closed	-$9K	–	2725
2018 Q1	$9K	Hold	1,000	–	–	﹤0.01%	1634
2017 Q4	$9K	Hold	1,000	–	–	﹤0.01%	1655
2017 Q3	$6K	Hold	1,000	–	–	﹤0.01%	1779
2017 Q2	$6K	Hold	1,000	–	–	﹤0.01%	1745
2017 Q1	$7K	Hold	1,000	–	–	﹤0.01%	1472
2016 Q4	$7K	Hold	1,000	–	–	﹤0.01%	1337
2016 Q3	$8K	Hold	1,000	–	–	﹤0.01%	1310
2016 Q2	$8K	Sell	1,000 -320	-24%	-$2.71K	﹤0.01%	1255
2016 Q1	$11K	Hold	1,320	–	–	﹤0.01%	1175
2015 Q4	$10K	Buy	+1,320	New	+$11.4K	﹤0.01%	1210

Other funds holding PLM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CFA

Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ATFA

All Terrain Financial Advisors Coon Rapids, Minnesota $425M AUM 16.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PLM Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of PolyMet Mining Corp. (PLM) in Q2 2018, closing a stake of 1,000 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in PLM in Q4 2015 and held it in 10 quarters. The position peaked at $11K in Q1 2016. 47 funds tracked by Wall St. Rank hold PLM as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining PolyMet Mining Corp. position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,000 PolyMet Mining Corp. shares in Q2 2018, an estimated $9K.
Wealthspire Advisors (Maryland) first reported a position in PolyMet Mining Corp. in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s PolyMet Mining Corp. position peaked at $11K in Q1 2016.
47 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.