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Doyle Wealth Management’s CF Industries CF Stock Holding History

Doyle Wealth Management’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-150
Closed -$7K – 286
2019
Q2 		$7K Buy
+150
New +$6.51K ﹤0.01% 684
2019
Q1 		– Sell
-150
Closed -$7K – 275
2018
Q4 		$7K Buy
+150
New +$7.04K ﹤0.01% 677
2018
Q1 		– Sell
-7,550
Closed -$321K – 168
2017
Q4 		$321K Buy
+7,550
New +$285K 0.05% 127

Other funds holding CF

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Doyle Wealth Management's CF Position: Q3 2019 in Review

Doyle Wealth Management sold out of CF Industries (CF) in Q3 2019, closing a stake of 150 shares — an estimated $7K sold.

Doyle Wealth Management first reported a position in CF in Q4 2017 and held it in 3 quarters. The position peaked at $321K in Q4 2017. 506 funds tracked by Wall St. Rank hold CF as of Q3 2019.

  • Doyle Wealth Management reported no remaining CF Industries position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 150 CF Industries shares in Q3 2019, an estimated $7K.
  • Doyle Wealth Management first reported a position in CF Industries in Q4 2017 and held it in 3 quarters.
  • Doyle Wealth Management's CF Industries position peaked at $321K in Q4 2017.
  • 506 funds tracked by Wall St. Rank held CF Industries as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.