AIM
HCC icon

Assured Investment Management’s Warrior Met Coal HCC Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-3,811
Closed -$116K – 378
2019
Q1 		$116K Sell
3,811
-586,710
-99% -$16.1M ﹤0.01% 878
2018
Q4 		$14.2M Sell
590,521
-254,265
-30% -$6.5M 0.4% 32
2018
Q3 		$22.8M Buy
844,786
+823,880
+3,941% +$21.1M 0.41% 37
2018
Q2 		$576K Buy
+20,906
New +$551K 0.01% 774

Other funds holding HCC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Assured Investment Management's HCC Position: Q2 2019 in Review

Assured Investment Management sold out of Warrior Met Coal (HCC) in Q2 2019, closing a stake of 3,811 shares — an estimated $116K sold.

Assured Investment Management first reported a position in HCC in Q2 2018 and held it in 4 quarters. The position peaked at $22.8M in Q3 2018. 205 funds tracked by Wall St. Rank hold HCC as of Q2 2019.

  • Assured Investment Management reported no remaining Warrior Met Coal position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 3,811 Warrior Met Coal shares in Q2 2019, an estimated $116K.
  • Assured Investment Management first reported a position in Warrior Met Coal in Q2 2018 and held it in 4 quarters.
  • Assured Investment Management's Warrior Met Coal position peaked at $22.8M in Q3 2018.
  • 205 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.