IPC
DINO icon

Independent Portfolio Consultants’s HF Sinclair DINO Stock Holding History

Independent Portfolio Consultants’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$20K Sell
740
-375
-34% -$10K 0.01% 605
2017
Q1 		$32K Sell
1,115
-190
-15% -$5.55K 0.01% 619
2016
Q4 		$43K Buy
+1,305
New +$36.2K 0.01% 566
2014
Q4 		– Sell
-2,510
Closed -$110K – 802
2014
Q3 		$110K Buy
2,510
+60
+2% +$2.8K 0.03% 531
2014
Q2 		$107K Buy
+2,450
New +$120K 0.03% 514

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Portfolio Consultants's DINO Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its HF Sinclair (DINO) stake by 34% in Q2 2017, selling an estimated $10K and leaving 740 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #605.

Independent Portfolio Consultants first reported a position in DINO in Q2 2014 and has held it in 5 quarters since. The position peaked at $110K in Q3 2014. 367 funds tracked by Wall St. Rank hold DINO as of Q2 2017.

  • Independent Portfolio Consultants held 740 shares of HF Sinclair worth $20K as of Q2 2017.
  • Independent Portfolio Consultants sold 375 HF Sinclair shares in Q2 2017, an estimated $10K.
  • HF Sinclair made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #605 holding.
  • Independent Portfolio Consultants first reported a position in HF Sinclair in Q2 2014 and has held it in 5 quarters since.
  • Independent Portfolio Consultants's HF Sinclair position peaked at $110K in Q3 2014.
  • 367 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.