CFA
VNR

Carroll Financial Associates’s Vanguard Natural Resources, LLC VNR Stock Holding History

Carroll Financial Associates’s Portfolio VNR Stock Details VNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-600
Closed -$16K – 992
2013
Q3 		$16K Buy
+600
New +$16.4K 0.01% 461

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U
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IMS
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CCCA
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TCA
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KFC
Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return

Carroll Financial Associates's VNR Position: Q4 2013 in Review

Carroll Financial Associates sold out of Vanguard Natural Resources, LLC (VNR) in Q4 2013, closing a stake of 600 shares — an estimated $16K sold.

Carroll Financial Associates first reported a position in VNR in Q3 2013 and held it in 1 quarter. The position peaked at $16K in Q3 2013. 134 funds tracked by Wall St. Rank hold VNR as of Q4 2013.

  • Carroll Financial Associates reported no remaining Vanguard Natural Resources, LLC position as of Q4 2013 after selling out during the quarter.
  • Carroll Financial Associates sold 600 Vanguard Natural Resources, LLC shares in Q4 2013, an estimated $16K.
  • Carroll Financial Associates first reported a position in Vanguard Natural Resources, LLC in Q3 2013 and held it in 1 quarter.
  • Carroll Financial Associates's Vanguard Natural Resources, LLC position peaked at $16K in Q3 2013.
  • 134 funds tracked by Wall St. Rank held Vanguard Natural Resources, LLC as of Q4 2013.

Based on Carroll Financial Associates's 13F filing for Q4 2013, filed 6 Feb 2014.