HCR Wealth Advisors’s Synthesis Energy Systems Inc. SES Stock Holding History

HCR Wealth Advisors’s Portfolio SES Stock Details SES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,037	Closed	-$132K	–	179
2018 Q2	$132K	Hold	5,037	–	–	0.04%	164
2018 Q1	$108K	Buy	5,037 +857	+21%	+$18.1K	0.04%	161
2017 Q4	$96K	Buy	4,180 +547	+15%	+$14.1K	0.03%	164
2017 Q3	$126K	Buy	3,633 +781	+27%	+$22.6K	0.05%	157
2017 Q2	$122K	Buy	2,852 +1,090	+62%	+$54.5K	0.06%	135
2017 Q1	$96K	Buy	1,762 +656	+59%	+$36K	0.05%	148
2016 Q4	$71K	Buy	+1,106	New	+$68.9K	0.04%	146

Other funds holding SES

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCR Wealth Advisors's SES Position: Q3 2018 in Review

HCR Wealth Advisors sold out of Synthesis Energy Systems Inc. (SES) in Q3 2018, closing a stake of 5,037 shares — an estimated $132K sold.

HCR Wealth Advisors first reported a position in SES in Q4 2016 and held it in 7 quarters. The position peaked at $132K in Q2 2018. 16 funds tracked by Wall St. Rank hold SES as of Q3 2018.

HCR Wealth Advisors reported no remaining Synthesis Energy Systems Inc. position as of Q3 2018 after selling out during the quarter.
HCR Wealth Advisors sold 5,037 Synthesis Energy Systems Inc. shares in Q3 2018, an estimated $132K.
HCR Wealth Advisors first reported a position in Synthesis Energy Systems Inc. in Q4 2016 and held it in 7 quarters.
HCR Wealth Advisors's Synthesis Energy Systems Inc. position peaked at $132K in Q2 2018.
16 funds tracked by Wall St. Rank held Synthesis Energy Systems Inc. as of Q3 2018.

Based on HCR Wealth Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.