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Global Wealth Management Investment Advisory’s Celanese CE Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-60
Closed -$7K – 598
2019
Q4 		$7K Sell
60
-40
-40% -$4.92K ﹤0.01% 393
2019
Q3 		$12K Hold
100
– – 0.01% 302
2019
Q2 		$11K Hold
100
– – 0.01% 350
2019
Q1 		$10K Hold
100
– – 0.01% 380
2018
Q4 		$9K Buy
+100
New +$9.8K 0.01% 397

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Global Wealth Management Investment Advisory's CE Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of Celanese (CE) in Q1 2020, closing a stake of 60 shares — an estimated $7K sold.

Global Wealth Management Investment Advisory first reported a position in CE in Q4 2018 and held it in 5 quarters. The position peaked at $12K in Q3 2019. 511 funds tracked by Wall St. Rank hold CE as of Q1 2020.

  • Global Wealth Management Investment Advisory reported no remaining Celanese position as of Q1 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 60 Celanese shares in Q1 2020, an estimated $7K.
  • Global Wealth Management Investment Advisory first reported a position in Celanese in Q4 2018 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's Celanese position peaked at $12K in Q3 2019.
  • 511 funds tracked by Wall St. Rank held Celanese as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.