AWM
CCR

Avior Wealth Management’s CONSOL Coal Resources LP CCR Stock Holding History

Avior Wealth Management’s Portfolio CCR Stock Details CCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-300
Closed -$5K – 904
2019
Q2 		$5K Buy
+300
New +$5.05K ﹤0.01% 660
2019
Q1 		– Sell
-300
Closed -$4K – 753
2018
Q4 		$4K Buy
+300
New +$5.42K ﹤0.01% 641

Other funds holding CCR

GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avior Wealth Management's CCR Position: Q3 2019 in Review

Avior Wealth Management sold out of CONSOL Coal Resources LP (CCR) in Q3 2019, closing a stake of 300 shares — an estimated $5K sold.

Avior Wealth Management first reported a position in CCR in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 21 funds tracked by Wall St. Rank hold CCR as of Q3 2019.

  • Avior Wealth Management reported no remaining CONSOL Coal Resources LP position as of Q3 2019 after selling out during the quarter.
  • Avior Wealth Management sold 300 CONSOL Coal Resources LP shares in Q3 2019, an estimated $5K.
  • Avior Wealth Management first reported a position in CONSOL Coal Resources LP in Q4 2018 and held it in 2 quarters.
  • Avior Wealth Management's CONSOL Coal Resources LP position peaked at $5K in Q2 2019.
  • 21 funds tracked by Wall St. Rank held CONSOL Coal Resources LP as of Q3 2019.

Based on Avior Wealth Management's 13F filing for Q3 2019, filed 9 Oct 2019.