IAG Wealth Partners’s Celanese CE Stock Holding History

IAG Wealth Partners’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 Q3	–	Sell	-19	Closed	-$2K	–	370
2020 Q2	$2K	Hold	19	–	–	﹤0.01%	342
2020 Q1	$2K	Hold	19	–	–	﹤0.01%	326
2019 Q4	$3K	Buy	+19	New	+$2.34K	﹤0.01%	340

Other funds holding CE

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IAG Wealth Partners's CE Position: Q3 2020 in Review

IAG Wealth Partners sold out of Celanese (CE) in Q3 2020, closing a stake of 19 shares — an estimated $2K sold.

IAG Wealth Partners first reported a position in CE in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 506 funds tracked by Wall St. Rank hold CE as of Q3 2020.

IAG Wealth Partners reported no remaining Celanese position as of Q3 2020 after selling out during the quarter.
IAG Wealth Partners sold 19 Celanese shares in Q3 2020, an estimated $2K.
IAG Wealth Partners first reported a position in Celanese in Q4 2019 and held it in 3 quarters.
IAG Wealth Partners's Celanese position peaked at $3K in Q4 2019.
506 funds tracked by Wall St. Rank held Celanese as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.