AWE
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Avidian Wealth Enterprises’s HF Sinclair DINO Stock Holding History

Avidian Wealth Enterprises’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-4,600
Closed -$212K – 16
2013
Q4 		$212K Buy
+4,600
New +$210K 0.2% 28

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TH
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Avidian Wealth Enterprises's DINO Position: Q1 2014 in Review

Avidian Wealth Enterprises sold out of HF Sinclair (DINO) in Q1 2014, closing a stake of 4,600 shares — an estimated $212K sold.

Avidian Wealth Enterprises first reported a position in DINO in Q4 2013 and held it in 1 quarter. The position peaked at $212K in Q4 2013. 460 funds tracked by Wall St. Rank hold DINO as of Q1 2014.

  • Avidian Wealth Enterprises reported no remaining HF Sinclair position as of Q1 2014 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,600 HF Sinclair shares in Q1 2014, an estimated $212K.
  • Avidian Wealth Enterprises first reported a position in HF Sinclair in Q4 2013 and held it in 1 quarter.
  • Avidian Wealth Enterprises's HF Sinclair position peaked at $212K in Q4 2013.
  • 460 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2014.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2014, filed 15 May 2014.