Zhang Financial’s PolyMet Mining Corp. PLM Stock Holding History

Zhang Financial’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
2015 Q3	–	Sell	-1,150	Closed	-$13K	–	72
2015 Q2	$13K	Hold	1,150	–	–	0.01%	67
2015 Q1	$15K	Hold	1,150	–	–	0.01%	67
2014 Q4	$12K	Hold	1,150	–	–	0.01%	66
2014 Q3	$12K	Hold	1,150	–	–	0.01%	63
2014 Q2	$12K	Buy	+1,150	New	+$13.9K	0.01%	61

Other funds holding PLM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

BAM

Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VAS

VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

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

Zhang Financial's PLM Position: Q3 2015 in Review

Zhang Financial sold out of PolyMet Mining Corp. (PLM) in Q3 2015, closing a stake of 1,150 shares — an estimated $13K sold.

Zhang Financial first reported a position in PLM in Q2 2014 and held it in 5 quarters. The position peaked at $15K in Q1 2015. 39 funds tracked by Wall St. Rank hold PLM as of Q3 2015.

Zhang Financial reported no remaining PolyMet Mining Corp. position as of Q3 2015 after selling out during the quarter.
Zhang Financial sold 1,150 PolyMet Mining Corp. shares in Q3 2015, an estimated $13K.
Zhang Financial first reported a position in PolyMet Mining Corp. in Q2 2014 and held it in 5 quarters.
Zhang Financial's PolyMet Mining Corp. position peaked at $15K in Q1 2015.
39 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q3 2015.

Based on Zhang Financial's 13F filing for Q3 2015, filed 24 May 2019.