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Berman Capital Advisors’s PBF Energy PBF Stock Holding History

Berman Capital Advisors’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$2K Buy
+214
New +$2.22K ﹤0.01% 1726
2020
Q2 		– Sell
-36
Closed – – 1763
2020
Q1 		$0 Hold
36
– – ﹤0.01% 1616
2019
Q4 		$1K Hold
36
– – ﹤0.01% 1367
2019
Q3 		$0 Sell
36
-6
-14% -$153 ﹤0.01% 1543
2019
Q2 		$1K Buy
42
+36
+600% +$1.07K ﹤0.01% 1365
2019
Q1 		$0 Hold
6
– – ﹤0.01% 1443
2018
Q4 		$0 Buy
+6
New +$242 ﹤0.01% 1225

Other funds holding PBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berman Capital Advisors's PBF Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in PBF Energy (PBF) in Q3 2021: 214 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1726 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in PBF as recently as Q1 2020.

Berman Capital Advisors first reported a position in PBF in Q4 2018 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold PBF as of Q3 2021.

  • Berman Capital Advisors held 214 shares of PBF Energy worth $2K as of Q3 2021.
  • PBF Energy was a new Berman Capital Advisors position in Q3 2021.
  • PBF Energy made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1726 holding.
  • Berman Capital Advisors first reported a position in PBF Energy in Q4 2018 and has held it in 7 quarters since.
  • 186 funds tracked by Wall St. Rank held PBF Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.