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Aevitas Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Aevitas Wealth Management’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-313
Closed -$3K – 142
2019
Q1 		$3K Buy
313
+1
+0.3% +$10 ﹤0.01% 345
2018
Q4 		$2K Hold
312
– – ﹤0.01% 362
2018
Q3 		$4K Hold
312
– – ﹤0.01% 399
2018
Q2 		$3K Hold
312
– – ﹤0.01% 387
2018
Q1 		$2K Hold
312
– – ﹤0.01% 401
2017
Q4 		$2K Buy
+312
New +$2.08K ﹤0.01% 397

Other funds holding CLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ruffer LLP
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aevitas Wealth Management's CLF Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Cleveland-Cliffs (CLF) in Q2 2019, closing a stake of 313 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in CLF in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 294 funds tracked by Wall St. Rank hold CLF as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Cleveland-Cliffs position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 313 Cleveland-Cliffs shares in Q2 2019, an estimated $3K.
  • Aevitas Wealth Management first reported a position in Cleveland-Cliffs in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Cleveland-Cliffs position peaked at $4K in Q3 2018.
  • 294 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.