CI
CNXM

Cavalier Investments’s CNX Midstream Partners LP CNXM Stock Holding History

Cavalier Investments’s Portfolio CNXM Stock Details CNXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-29,300
Closed -$464K – 179
2017
Q3 		$464K Sell
29,300
-43,800
-60% -$798K 0.22% 83
2017
Q2 		$1.73M Hold
73,100
– – 0.96% 18
2017
Q1 		$1.73M Buy
+73,100
New +$1.69M 0.97% 18

Other funds holding CNXM

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
OCM
Oakview Capital Management Dallas, Texas $21.6M AUM 20.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cavalier Investments's CNXM Position: Q4 2017 in Review

Cavalier Investments sold out of CNX Midstream Partners LP (CNXM) in Q4 2017, closing a stake of 29,300 shares — an estimated $464K sold.

Cavalier Investments first reported a position in CNXM in Q1 2017 and held it in 3 quarters. The position peaked at $1.73M in Q2 2017. 50 funds tracked by Wall St. Rank hold CNXM as of Q4 2017.

  • Cavalier Investments reported no remaining CNX Midstream Partners LP position as of Q4 2017 after selling out during the quarter.
  • Cavalier Investments sold 29,300 CNX Midstream Partners LP shares in Q4 2017, an estimated $464K.
  • Cavalier Investments first reported a position in CNX Midstream Partners LP in Q1 2017 and held it in 3 quarters.
  • Cavalier Investments's CNX Midstream Partners LP position peaked at $1.73M in Q2 2017.
  • 50 funds tracked by Wall St. Rank held CNX Midstream Partners LP as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.