Winch Advisory Services’s Fortuna Silver Mines FSM Stock Holding History

Winch Advisory Services’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
2016 Q1	–	Sell	-3,260	Closed	-$7K	–	254
2015 Q4	$7K	Hold	3,260	–	–	0.01%	151
2015 Q3	$7K	Hold	3,260	–	–	0.01%	135
2015 Q2	$12K	Hold	3,260	–	–	0.01%	170
2015 Q1	$13K	Buy	+3,260	New	+$14.4K	0.01%	130
2014 Q4	–	Sell	-3,260	Closed	-$13K	–	89
2014 Q3	$13K	Hold	3,260	–	–	0.01%	116
2014 Q2	$18K	Hold	3,260	–	–	0.01%	133
2014 Q1	$12K	Buy	+3,260	New	+$12.7K	0.01%	164

Other funds holding FSM

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

EPIM

Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Winch Advisory Services's FSM Position: Q1 2016 in Review

Winch Advisory Services sold out of Fortuna Silver Mines (FSM) in Q1 2016, closing a stake of 3,260 shares — an estimated $7K sold.

Winch Advisory Services first reported a position in FSM in Q1 2014 and held it in 7 quarters. The position peaked at $18K in Q2 2014. 84 funds tracked by Wall St. Rank hold FSM as of Q1 2016.

Winch Advisory Services reported no remaining Fortuna Silver Mines position as of Q1 2016 after selling out during the quarter.
Winch Advisory Services sold 3,260 Fortuna Silver Mines shares in Q1 2016, an estimated $7K.
Winch Advisory Services first reported a position in Fortuna Silver Mines in Q1 2014 and held it in 7 quarters.
Winch Advisory Services's Fortuna Silver Mines position peaked at $18K in Q2 2014.
84 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q1 2016.

Based on Winch Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.