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WFG Advisors’s Fortuna Silver Mines FSM Stock Holding History

WFG Advisors’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-400
Closed -$2K – 1549
2016
Q4 		$2K Sell
400
-100
-20% -$629 ﹤0.01% 1416
2016
Q3 		$4K Hold
500
– – ﹤0.01% 1304
2016
Q2 		$3K Hold
500
– – ﹤0.01% 1321
2016
Q1 		$2K Hold
500
– – ﹤0.01% 1337
2015
Q4 		$1K Hold
500
– – ﹤0.01% 1457
2015
Q3 		$1K Hold
500
– – ﹤0.01% 1495
2015
Q2 		$2K Buy
500
+400
+400% +$1.5K ﹤0.01% 1478
2015
Q1 		$0 Hold
100
– – ﹤0.01% 1880
2014
Q4 		$0 Hold
100
– – ﹤0.01% 2126
2014
Q3 		$0 Buy
+100
New +$512 ﹤0.01% 2116
2013
Q3 		– Sell
-4,000
Closed -$13K – 2175
2013
Q2 		$13K Buy
+4,000
New +$12.8K ﹤0.01% 1371

Other funds holding FSM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WFG Advisors's FSM Position: Q1 2017 in Review

WFG Advisors sold out of Fortuna Silver Mines (FSM) in Q1 2017, closing a stake of 400 shares — an estimated $2K sold.

WFG Advisors first reported a position in FSM in Q2 2013 and held it in 11 quarters. The position peaked at $13K in Q2 2013. 109 funds tracked by Wall St. Rank hold FSM as of Q1 2017.

  • WFG Advisors reported no remaining Fortuna Silver Mines position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 400 Fortuna Silver Mines shares in Q1 2017, an estimated $2K.
  • WFG Advisors first reported a position in Fortuna Silver Mines in Q2 2013 and held it in 11 quarters.
  • WFG Advisors's Fortuna Silver Mines position peaked at $13K in Q2 2013.
  • 109 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.