AWM
PBFX

AE Wealth Management’s PBF LOGISTICS LP PBFX Stock Holding History

AE Wealth Management’s Portfolio PBFX Stock Details PBFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-27,167
Closed -$513K – 1943
2022
Q3 		$513K Buy
+27,167
New +$481K ﹤0.01% 1253

Other funds holding PBFX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AE Wealth Management's PBFX Position: Q4 2022 in Review

AE Wealth Management sold out of PBF LOGISTICS LP (PBFX) in Q4 2022, closing a stake of 27,167 shares — an estimated $513K sold.

AE Wealth Management first reported a position in PBFX in Q3 2022 and held it in 1 quarter. The position peaked at $513K in Q3 2022. 1 fund tracked by Wall St. Rank holds PBFX as of Q4 2022.

  • AE Wealth Management reported no remaining PBF LOGISTICS LP position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 27,167 PBF LOGISTICS LP shares in Q4 2022, an estimated $513K.
  • AE Wealth Management first reported a position in PBF LOGISTICS LP in Q3 2022 and held it in 1 quarter.
  • AE Wealth Management's PBF LOGISTICS LP position peaked at $513K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held PBF LOGISTICS LP as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.