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Genovese Burford & Brothers Wealth & Retirement Plan Management’s HF Sinclair DINO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-400
Closed -$27K – 159
2018
Q2 		$27K Hold
400
– – 0.01% 222
2018
Q1 		$20K Hold
400
– – 0.01% 253
2017
Q4 		$20K Buy
+400
New +$16.9K 0.05% 146

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's DINO Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of HF Sinclair (DINO) in Q3 2018, closing a stake of 400 shares — an estimated $27K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DINO in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q2 2018. 578 funds tracked by Wall St. Rank hold DINO as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining HF Sinclair position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 400 HF Sinclair shares in Q3 2018, an estimated $27K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in HF Sinclair in Q4 2017 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's HF Sinclair position peaked at $27K in Q2 2018.
  • 578 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.