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Fortis Advisors’s Warrior Met Coal HCC Stock Holding History

Fortis Advisors’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,852
Closed -$205K – 321
2019
Q2 		$205K Buy
7,852
+180
+2% +$5.13K 0.1% 112
2019
Q1 		$233K Hold
7,672
– – 0.12% 90
2018
Q4 		$185K Buy
7,672
+2,404
+46% +$61.4K 0.11% 95
2018
Q3 		$142K Buy
+5,268
New +$135K 0.08% 112

Other funds holding HCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Fortis Advisors's HCC Position: Q3 2019 in Review

Fortis Advisors sold out of Warrior Met Coal (HCC) in Q3 2019, closing a stake of 7,852 shares — an estimated $205K sold.

Fortis Advisors first reported a position in HCC in Q3 2018 and held it in 4 quarters. The position peaked at $233K in Q1 2019. 175 funds tracked by Wall St. Rank hold HCC as of Q3 2019.

  • Fortis Advisors reported no remaining Warrior Met Coal position as of Q3 2019 after selling out during the quarter.
  • Fortis Advisors sold 7,852 Warrior Met Coal shares in Q3 2019, an estimated $205K.
  • Fortis Advisors first reported a position in Warrior Met Coal in Q3 2018 and held it in 4 quarters.
  • Fortis Advisors's Warrior Met Coal position peaked at $233K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2019.

Based on Fortis Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.