CA
PBFX

Cumberland Advisors’s PBF LOGISTICS LP PBFX Stock Holding History

Cumberland Advisors’s Portfolio PBFX Stock Details PBFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-500
Closed -$9K – 44
2016
Q4 		$9K Hold
500
– – 0.01% 55
2016
Q3 		$10K Hold
500
– – 0.01% 53
2016
Q2 		$12K Hold
500
– – 0.01% 48
2016
Q1 		$9K Hold
500
– – 0.01% 50
2015
Q4 		$11K Buy
+500
New +$10K 0.01% 48

Other funds holding PBFX

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cumberland Advisors's PBFX Position: Q1 2017 in Review

Cumberland Advisors sold out of PBF LOGISTICS LP (PBFX) in Q1 2017, closing a stake of 500 shares — an estimated $9K sold.

Cumberland Advisors first reported a position in PBFX in Q4 2015 and held it in 5 quarters. The position peaked at $12K in Q2 2016. 50 funds tracked by Wall St. Rank hold PBFX as of Q1 2017.

  • Cumberland Advisors reported no remaining PBF LOGISTICS LP position as of Q1 2017 after selling out during the quarter.
  • Cumberland Advisors sold 500 PBF LOGISTICS LP shares in Q1 2017, an estimated $9K.
  • Cumberland Advisors first reported a position in PBF LOGISTICS LP in Q4 2015 and held it in 5 quarters.
  • Cumberland Advisors's PBF LOGISTICS LP position peaked at $12K in Q2 2016.
  • 50 funds tracked by Wall St. Rank held PBF LOGISTICS LP as of Q1 2017.

Based on Cumberland Advisors's 13F filing for Q1 2017, filed 4 Apr 2017.