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Clarus Wealth Advisors’s PBF Energy PBF Stock Holding History

Clarus Wealth 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
2018
Q3 		– Sell
-9,374
Closed -$318K – 753
2018
Q2 		$318K Hold
9,374
– – 0.24% 44
2018
Q1 		$318K Sell
9,374
-1,250
-12% -$40.3K 0.29% 44
2017
Q4 		$377K Buy
+10,624
New +$328K 0.36% 43

Other funds holding PBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Clarus Wealth Advisors's PBF Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of PBF Energy (PBF) in Q3 2018, closing a stake of 9,374 shares — an estimated $318K sold.

Clarus Wealth Advisors first reported a position in PBF in Q4 2017 and held it in 3 quarters. The position peaked at $377K in Q4 2017. 372 funds tracked by Wall St. Rank hold PBF as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining PBF Energy position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 9,374 PBF Energy shares in Q3 2018, an estimated $318K.
  • Clarus Wealth Advisors first reported a position in PBF Energy in Q4 2017 and held it in 3 quarters.
  • Clarus Wealth Advisors's PBF Energy position peaked at $377K in Q4 2017.
  • 372 funds tracked by Wall St. Rank held PBF Energy as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.