EHWM
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Eads & Heald Wealth Management’s CF Industries CF Stock Holding History

Eads & Heald 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
2018
Q1 		– Sell
-5,625
Closed -$239K – 124
2017
Q4 		$239K Sell
5,625
-225
-4% -$8.49K 0.14% 120
2017
Q3 		$206K Buy
+5,850
New +$181K 0.13% 127

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eads & Heald Wealth Management's CF Position: Q1 2018 in Review

Eads & Heald Wealth Management sold out of CF Industries (CF) in Q1 2018, closing a stake of 5,625 shares — an estimated $239K sold.

Eads & Heald Wealth Management first reported a position in CF in Q3 2017 and held it in 2 quarters. The position peaked at $239K in Q4 2017. 488 funds tracked by Wall St. Rank hold CF as of Q1 2018.

  • Eads & Heald Wealth Management reported no remaining CF Industries position as of Q1 2018 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 5,625 CF Industries shares in Q1 2018, an estimated $239K.
  • Eads & Heald Wealth Management first reported a position in CF Industries in Q3 2017 and held it in 2 quarters.
  • Eads & Heald Wealth Management's CF Industries position peaked at $239K in Q4 2017.
  • 488 funds tracked by Wall St. Rank held CF Industries as of Q1 2018.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2018, filed 26 Apr 2018.