IAA
CHX

Independent Advisor Alliance’s ChampionX CHX Stock Holding History

Independent Advisor Alliance’s Portfolio CHX Stock Details CHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,187
Closed -$227K – 411
2018
Q3 		$227K Sell
5,187
-405
-7% -$17K 0.04% 317
2018
Q2 		$233K Buy
+5,592
New +$229K 0.05% 287

Other funds holding CHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Independent Advisor Alliance's CHX Position: Q4 2018 in Review

Independent Advisor Alliance sold out of ChampionX (CHX) in Q4 2018, closing a stake of 5,187 shares — an estimated $227K sold.

Independent Advisor Alliance first reported a position in CHX in Q2 2018 and held it in 2 quarters. The position peaked at $233K in Q2 2018. 360 funds tracked by Wall St. Rank hold CHX as of Q4 2018.

  • Independent Advisor Alliance reported no remaining ChampionX position as of Q4 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,187 ChampionX shares in Q4 2018, an estimated $227K.
  • Independent Advisor Alliance first reported a position in ChampionX in Q2 2018 and held it in 2 quarters.
  • Independent Advisor Alliance's ChampionX position peaked at $233K in Q2 2018.
  • 360 funds tracked by Wall St. Rank held ChampionX as of Q4 2018.

Based on Independent Advisor Alliance's 13F filing for Q4 2018, filed 12 Feb 2019.