IHT Wealth Management’s CVR Refining, LP CVRR Stock Holding History

IHT Wealth Management’s Portfolio CVRR Stock Details CVRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,000	Closed	-$13K	–	1600
2018 Q1	$13K	Hold	1,000	–	–	﹤0.01%	1115
2017 Q4	$16K	Buy	1,000 +197	+25%	+$2.43K	﹤0.01%	1061
2017 Q3	$9K	Hold	803	–	–	﹤0.01%	996
2017 Q2	$0	Buy	+803	New	+$7.72K	﹤0.01%	1494

Other funds holding CVRR

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IHT Wealth Management's CVRR Position: Q2 2018 in Review

IHT Wealth Management sold out of CVR Refining, LP (CVRR) in Q2 2018, closing a stake of 1,000 shares — an estimated $13K sold.

IHT Wealth Management first reported a position in CVRR in Q2 2017 and held it in 4 quarters. The position peaked at $16K in Q4 2017. 84 funds tracked by Wall St. Rank hold CVRR as of Q2 2018.

IHT Wealth Management reported no remaining CVR Refining, LP position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 1,000 CVR Refining, LP shares in Q2 2018, an estimated $13K.
IHT Wealth Management first reported a position in CVR Refining, LP in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's CVR Refining, LP position peaked at $16K in Q4 2017.
84 funds tracked by Wall St. Rank held CVR Refining, LP as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.