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WFG Advisors’s Coeur Mining CDE Stock Holding History

WFG Advisors’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-400
Closed -$1K – 1578
2015
Q3 		$1K Hold
400
– – ﹤0.01% 1480
2015
Q2 		$2K Hold
400
– – ﹤0.01% 1469
2015
Q1 		$2K Sell
400
-350
-47% -$2.03K ﹤0.01% 1524
2014
Q4 		$4K Buy
+750
New +$3.34K ﹤0.01% 1687
2014
Q1 		– Sell
-90
Closed -$1K – 2011
2013
Q4 		$1K Hold
90
– – ﹤0.01% 2059
2013
Q3 		$1K Hold
90
– – ﹤0.01% 2014
2013
Q2 		$1K Buy
+90
New +$1.31K ﹤0.01% 1931

Other funds holding CDE

DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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 $164B AUM 112.45% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WFG Advisors's CDE Position: Q4 2015 in Review

WFG Advisors sold out of Coeur Mining (CDE) in Q4 2015, closing a stake of 400 shares — an estimated $1K sold.

WFG Advisors first reported a position in CDE in Q2 2013 and held it in 7 quarters. The position peaked at $4K in Q4 2014. 155 funds tracked by Wall St. Rank hold CDE as of Q4 2015.

  • WFG Advisors reported no remaining Coeur Mining position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 400 Coeur Mining shares in Q4 2015, an estimated $1K.
  • WFG Advisors first reported a position in Coeur Mining in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Coeur Mining position peaked at $4K in Q4 2014.
  • 155 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.