Advisor Group’s Warrior Met Coal HCC Stock Holding History

Advisor Group’s Portfolio HCC Stock Details HCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$27K	Sell	1,296 -53	-4%	-$1.08K	﹤0.01%	3800
2019 Q3	$26K	Sell	1,349 -161	-11%	-$3.6K	﹤0.01%	3794
2019 Q2	$40K	Buy	1,510 +952	+171%	+$27.1K	﹤0.01%	3526
2019 Q1	$16K	Buy	+558	New	+$15.3K	﹤0.01%	4090
2018 Q4	–	Sell	-50	Closed	-$1K	–	5145
2018 Q3	$1K	Sell	50 -1,200	-96%	-$30.7K	﹤0.01%	4969
2018 Q2	$34K	Hold	1,250	–	–	﹤0.01%	3384
2018 Q1	$35K	Buy	1,250 +1,200	+2,400%	+$34.7K	﹤0.01%	3336
2017 Q4	$1K	Hold	50	–	–	﹤0.01%	4820
2017 Q3	$1K	Buy	+50	New	+$1.15K	﹤0.01%	4675

Other funds holding HCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Advisor Group's HCC Position: Q4 2019 in Review

Advisor Group reduced its Warrior Met Coal (HCC) stake by 3.9% in Q4 2019, selling an estimated $1.08K and leaving 1,296 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #3800.

Advisor Group first reported a position in HCC in Q3 2017 and has held it in 9 quarters since. The position peaked at $40K in Q2 2019. 186 funds tracked by Wall St. Rank hold HCC as of Q4 2019.

Advisor Group held 1,296 shares of Warrior Met Coal worth $27K as of Q4 2019.
Advisor Group sold 53 Warrior Met Coal shares in Q4 2019, an estimated $1.08K.
Warrior Met Coal made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3800 holding.
Advisor Group first reported a position in Warrior Met Coal in Q3 2017 and has held it in 9 quarters since.
Advisor Group's Warrior Met Coal position peaked at $40K in Q2 2019.
186 funds tracked by Wall St. Rank held Warrior Met Coal as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.