FIM
WNR

Freedom Investment Management’s Western Refining Inc WNR Stock Holding History

Freedom Investment Management’s Portfolio WNR Stock Details WNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-12,546
Closed -$440K – 1178
2017
Q1 		$440K Sell
12,546
-3,131
-20% -$113K 0.03% 586
2016
Q4 		$593K Buy
15,677
+3,131
+25% +$103K 0.04% 429
2016
Q3 		$332K Buy
+12,546
New +$297K 0.02% 587

Other funds holding WNR

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WCBA
Weaver C. Barksdale & Associates Nashville, Tennessee $105M AUM 13.81% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Freedom Investment Management's WNR Position: Q2 2017 in Review

Freedom Investment Management sold out of Western Refining Inc (WNR) in Q2 2017, closing a stake of 12,546 shares — an estimated $440K sold.

Freedom Investment Management first reported a position in WNR in Q3 2016 and held it in 3 quarters. The position peaked at $593K in Q4 2016. 4 funds tracked by Wall St. Rank hold WNR as of Q2 2017.

  • Freedom Investment Management reported no remaining Western Refining Inc position as of Q2 2017 after selling out during the quarter.
  • Freedom Investment Management sold 12,546 Western Refining Inc shares in Q2 2017, an estimated $440K.
  • Freedom Investment Management first reported a position in Western Refining Inc in Q3 2016 and held it in 3 quarters.
  • Freedom Investment Management's Western Refining Inc position peaked at $593K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Western Refining Inc as of Q2 2017.

Based on Freedom Investment Management's 13F filing for Q2 2017, filed 14 Jul 2017.