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Westbourne Investment Advisors’s Newmont NEM Stock Holding History

Westbourne Investment Advisors’s Portfolio NEM Stock Details NEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,500
Closed -$45K – 125
2018
Q3 		$45K Buy
+1,500
New +$50.8K 0.03% 154

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westbourne Investment Advisors's NEM Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Newmont (NEM) in Q4 2018, closing a stake of 1,500 shares — an estimated $45K sold.

Westbourne Investment Advisors first reported a position in NEM in Q3 2018 and held it in 1 quarter. The position peaked at $45K in Q3 2018. 612 funds tracked by Wall St. Rank hold NEM as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Newmont position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,500 Newmont shares in Q4 2018, an estimated $45K.
  • Westbourne Investment Advisors first reported a position in Newmont in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Newmont position peaked at $45K in Q3 2018.
  • 612 funds tracked by Wall St. Rank held Newmont as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.