FIM
CVRR

Freedom Investment Management’s CVR Refining, LP CVRR Stock Holding History

Freedom Investment Management’s Portfolio CVRR Stock Details CVRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,492
Closed -$109K – 1126
2016
Q4 		$109K Sell
10,492
-3,098
-23% -$27.1K 0.01% 950
2016
Q3 		$119K Buy
13,590
+3,465
+34% +$24.6K 0.01% 864
2016
Q2 		$78K Sell
10,125
-625
-6% -$6.57K 0.01% 821
2016
Q1 		$130K Buy
+10,750
New +$152K 0.01% 781

Other funds holding CVRR

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Numina Capital Management New York $603M AUM 15.64% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Freedom Investment Management's CVRR Position: Q1 2017 in Review

Freedom Investment Management sold out of CVR Refining, LP (CVRR) in Q1 2017, closing a stake of 10,492 shares — an estimated $109K sold.

Freedom Investment Management first reported a position in CVRR in Q1 2016 and held it in 4 quarters. The position peaked at $130K in Q1 2016. 74 funds tracked by Wall St. Rank hold CVRR as of Q1 2017.

  • Freedom Investment Management reported no remaining CVR Refining, LP position as of Q1 2017 after selling out during the quarter.
  • Freedom Investment Management sold 10,492 CVR Refining, LP shares in Q1 2017, an estimated $109K.
  • Freedom Investment Management first reported a position in CVR Refining, LP in Q1 2016 and held it in 4 quarters.
  • Freedom Investment Management's CVR Refining, LP position peaked at $130K in Q1 2016.
  • 74 funds tracked by Wall St. Rank held CVR Refining, LP as of Q1 2017.

Based on Freedom Investment Management's 13F filing for Q1 2017, filed 2 May 2017.