HBWM
VRN

Hollow Brook Wealth Management’s Veren VRN Stock Holding History

Hollow Brook Wealth Management’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-16,561
Closed -$553K – 65
2014
Q3 		$553K Buy
+16,561
New +$612K 0.18% 35

Other funds holding VRN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hollow Brook Wealth Management's VRN Position: Q4 2014 in Review

Hollow Brook Wealth Management sold out of Veren (VRN) in Q4 2014, closing a stake of 16,561 shares — an estimated $553K sold.

Hollow Brook Wealth Management first reported a position in VRN in Q3 2014 and held it in 1 quarter. The position peaked at $553K in Q3 2014. 167 funds tracked by Wall St. Rank hold VRN as of Q4 2014.

  • Hollow Brook Wealth Management reported no remaining Veren position as of Q4 2014 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 16,561 Veren shares in Q4 2014, an estimated $553K.
  • Hollow Brook Wealth Management first reported a position in Veren in Q3 2014 and held it in 1 quarter.
  • Hollow Brook Wealth Management's Veren position peaked at $553K in Q3 2014.
  • 167 funds tracked by Wall St. Rank held Veren as of Q4 2014.

Based on Hollow Brook Wealth Management's 13F filing for Q4 2014, filed 30 Jan 2015.