Edge Wealth Management’s PBF Energy PBF Stock Holding History

Edge Wealth Management’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
2020 Q2	–	Sell	-3,000	Closed	-$22K	–	706
2020 Q1	$22K	Buy	+3,000	New	+$67.3K	﹤0.01%	307
2017 Q4	–	Sell	-75	Closed	-$2K	–	562
2017 Q3	$2K	Hold	75	–	–	﹤0.01%	490
2017 Q2	$2K	Hold	75	–	–	﹤0.01%	482
2017 Q1	$2K	Hold	75	–	–	﹤0.01%	459
2016 Q4	$2K	Hold	75	–	–	﹤0.01%	436
2016 Q3	$2K	Hold	75	–	–	﹤0.01%	440
2016 Q2	$2K	Hold	75	–	–	﹤0.01%	409
2016 Q1	$2K	Hold	75	–	–	﹤0.01%	386
2015 Q4	$3K	Buy	+75	New	+$2.64K	﹤0.01%	371

Other funds holding PBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Edge Wealth Management's PBF Position: Q2 2020 in Review

Edge Wealth Management sold out of PBF Energy (PBF) in Q2 2020, closing a stake of 3,000 shares — an estimated $22K sold.

Edge Wealth Management first reported a position in PBF in Q4 2015 and held it in 9 quarters. The position peaked at $22K in Q1 2020. 233 funds tracked by Wall St. Rank hold PBF as of Q2 2020.

Edge Wealth Management reported no remaining PBF Energy position as of Q2 2020 after selling out during the quarter.
Edge Wealth Management sold 3,000 PBF Energy shares in Q2 2020, an estimated $22K.
Edge Wealth Management first reported a position in PBF Energy in Q4 2015 and held it in 9 quarters.
Edge Wealth Management's PBF Energy position peaked at $22K in Q1 2020.
233 funds tracked by Wall St. Rank held PBF Energy as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.