Icon Wealth Partners’s Celanese CE Stock Holding History

Icon 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
2019 Q2	–	Sell	-572	Closed	-$56K	–	259
2019 Q1	$56K	Buy	+572	New	+$56.3K	0.02%	341
2018 Q4	–	Sell	-1,222	Closed	-$139K	–	222
2018 Q3	$139K	Buy	1,222 +712	+140%	+$81.6K	0.06%	218
2018 Q2	$57K	Buy	+510	New	+$56.3K	0.02%	351
2018 Q1	–	Sell	-591	Closed	-$63K	–	336
2017 Q4	$63K	Buy	+591	New	+$62.8K	0.03%	357

Other funds holding CE

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Icon Wealth Partners's CE Position: Q2 2019 in Review

Icon Wealth Partners sold out of Celanese (CE) in Q2 2019, closing a stake of 572 shares — an estimated $56K sold.

Icon Wealth Partners first reported a position in CE in Q4 2017 and held it in 4 quarters. The position peaked at $139K in Q3 2018. 558 funds tracked by Wall St. Rank hold CE as of Q2 2019.

Icon Wealth Partners reported no remaining Celanese position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 572 Celanese shares in Q2 2019, an estimated $56K.
Icon Wealth Partners first reported a position in Celanese in Q4 2017 and held it in 4 quarters.
Icon Wealth Partners's Celanese position peaked at $139K in Q3 2018.
558 funds tracked by Wall St. Rank held Celanese as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.