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Ada Investment Management’s CVR Energy CVI Stock Holding History

Ada Investment Management’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$355K Buy
+9,030
New +$389K 0.24% 143

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ada Investment Management's CVI Position: Q4 2015 in Review

Ada Investment Management opened a new position in CVR Energy (CVI) in Q4 2015: 9,030 shares worth $355K. The stake represents 0.24% of the portfolio and ranks #143 among its holdings.

165 funds tracked by Wall St. Rank hold CVI as of Q4 2015.

  • Ada Investment Management held 9,030 shares of CVR Energy worth $355K as of Q4 2015.
  • CVR Energy was a new Ada Investment Management position in Q4 2015.
  • CVR Energy made up 0.24% of Ada Investment Management's portfolio in Q4 2015, its #143 holding.
  • 165 funds tracked by Wall St. Rank held CVR Energy as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.