CI
PR

Cavalier Investments’s Permian Resources PR Stock Holding History

Cavalier Investments’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-22,000
Closed -$436K – 190
2017
Q4 		$436K Hold
22,000
– – 0.17% 97
2017
Q3 		$395K Buy
+22,000
New +$368K 0.19% 96

Other funds holding PR

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brenham Capital Management Dallas, Texas $660M AUM 70.79% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cavalier Investments's PR Position: Q1 2018 in Review

Cavalier Investments sold out of Permian Resources (PR) in Q1 2018, closing a stake of 22,000 shares — an estimated $436K sold.

Cavalier Investments first reported a position in PR in Q3 2017 and held it in 2 quarters. The position peaked at $436K in Q4 2017. 199 funds tracked by Wall St. Rank hold PR as of Q1 2018.

  • Cavalier Investments reported no remaining Permian Resources position as of Q1 2018 after selling out during the quarter.
  • Cavalier Investments sold 22,000 Permian Resources shares in Q1 2018, an estimated $436K.
  • Cavalier Investments first reported a position in Permian Resources in Q3 2017 and held it in 2 quarters.
  • Cavalier Investments's Permian Resources position peaked at $436K in Q4 2017.
  • 199 funds tracked by Wall St. Rank held Permian Resources as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.