Calton & Associates’s HF Sinclair DINO Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-1,640	Closed	-$84K	–	554
2017 Q4	$84K	Buy	+1,640	New	+$69.3K	0.02%	521

Other funds holding DINO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Calton & Associates's DINO Position: Q1 2018 in Review

Calton & Associates sold out of HF Sinclair (DINO) in Q1 2018, closing a stake of 1,640 shares — an estimated $84K sold.

Calton & Associates first reported a position in DINO in Q4 2017 and held it in 1 quarter. The position peaked at $84K in Q4 2017. 464 funds tracked by Wall St. Rank hold DINO as of Q1 2018.

Calton & Associates reported no remaining HF Sinclair position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,640 HF Sinclair shares in Q1 2018, an estimated $84K.
Calton & Associates first reported a position in HF Sinclair in Q4 2017 and held it in 1 quarter.
Calton & Associates's HF Sinclair position peaked at $84K in Q4 2017.
464 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.