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Acorn Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Acorn Wealth Advisors’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$1K – 571
2018
Q1 		$1K Hold
100
– – ﹤0.01% 777
2017
Q4 		$1K Buy
+100
New +$596 ﹤0.01% 748

Other funds holding CMG

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Acorn Wealth Advisors's CMG Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q2 2018, closing a stake of 100 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in CMG in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 554 funds tracked by Wall St. Rank hold CMG as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 100 Chipotle Mexican Grill shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in Chipotle Mexican Grill in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Chipotle Mexican Grill position peaked at $1K in Q1 2018.
  • 554 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.