FC
YUMA

Financial Consulate’s Yuma Energy Inc YUMA Stock Holding History

Financial Consulate’s Portfolio YUMA Stock Details YUMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,000
Closed -$8K – 122
2018
Q2 		$8K Hold
1,000
– – ﹤0.01% 118
2018
Q1 		$16K Buy
+1,000
New +$17.9K 0.01% 113

Other funds holding YUMA

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Consulate's YUMA Position: Q3 2018 in Review

Financial Consulate sold out of Yuma Energy Inc (YUMA) in Q3 2018, closing a stake of 1,000 shares — an estimated $8K sold.

Financial Consulate first reported a position in YUMA in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 12 funds tracked by Wall St. Rank hold YUMA as of Q3 2018.

  • Financial Consulate reported no remaining Yuma Energy Inc position as of Q3 2018 after selling out during the quarter.
  • Financial Consulate sold 1,000 Yuma Energy Inc shares in Q3 2018, an estimated $8K.
  • Financial Consulate first reported a position in Yuma Energy Inc in Q1 2018 and held it in 2 quarters.
  • Financial Consulate's Yuma Energy Inc position peaked at $16K in Q1 2018.
  • 12 funds tracked by Wall St. Rank held Yuma Energy Inc as of Q3 2018.

Based on Financial Consulate's 13F filing for Q3 2018, filed 29 Oct 2018.