EWA
CEO

Evolution Wealth Advisors’s CNOOC Limited CEO Stock Holding History

Evolution Wealth Advisors’s Portfolio CEO Stock Details CEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-98
Closed -$9K – 658
2020
Q3 		$9K Hold
98
– – ﹤0.01% 375
2020
Q2 		$11K Sell
98
-55
-36% -$6.21K ﹤0.01% 280
2020
Q1 		$16K Buy
+153
New +$21.8K 0.01% 171
2019
Q4 		– Sell
-58
Closed -$9K – 723
2019
Q3 		$9K Buy
+58
New +$9.13K ﹤0.01% 202

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Renaissance Technologies
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Evolution Wealth Advisors's CEO Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of CNOOC Limited (CEO) in Q4 2020, closing a stake of 98 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in CEO in Q3 2019 and held it in 4 quarters. The position peaked at $16K in Q1 2020. 126 funds tracked by Wall St. Rank hold CEO as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining CNOOC Limited position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 98 CNOOC Limited shares in Q4 2020, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in CNOOC Limited in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's CNOOC Limited position peaked at $16K in Q1 2020.
  • 126 funds tracked by Wall St. Rank held CNOOC Limited as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.