IWM
VTNR

IHT Wealth Management’s Vertex Energy, Inc VTNR Stock Holding History

IHT Wealth Management’s Portfolio VTNR Stock Details VTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,000
Closed -$1K – 1783
2017
Q3 		$1K Hold
1,000
– – ﹤0.01% 1379
2017
Q2 		$2 Hold
1,000
– – ﹤0.01% 1259
2017
Q1 		$1K Buy
+1,000
New +$1.32K ﹤0.01% 1227

Other funds holding VTNR

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BCA
Benchmark Capital Advisors New York $101M AUM 0.8% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

IHT Wealth Management's VTNR Position: Q4 2017 in Review

IHT Wealth Management sold out of Vertex Energy, Inc (VTNR) in Q4 2017, closing a stake of 1,000 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in VTNR in Q1 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2017. 29 funds tracked by Wall St. Rank hold VTNR as of Q4 2017.

  • IHT Wealth Management reported no remaining Vertex Energy, Inc position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 1,000 Vertex Energy, Inc shares in Q4 2017, an estimated $1K.
  • IHT Wealth Management first reported a position in Vertex Energy, Inc in Q1 2017 and held it in 3 quarters.
  • IHT Wealth Management's Vertex Energy, Inc position peaked at $1K in Q3 2017.
  • 29 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.