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Institute for Wealth Management’s Celanese CE Stock Holding History

Institute for Wealth Management’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
Q3 		– Sell
-1,902
Closed -$205K – 430
2019
Q2 		$205K Buy
+1,902
New +$197K 0.05% 430

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Institute for Wealth Management's CE Position: Q3 2019 in Review

Institute for Wealth Management sold out of Celanese (CE) in Q3 2019, closing a stake of 1,902 shares — an estimated $205K sold.

Institute for Wealth Management first reported a position in CE in Q2 2019 and held it in 1 quarter. The position peaked at $205K in Q2 2019. 559 funds tracked by Wall St. Rank hold CE as of Q3 2019.

  • Institute for Wealth Management reported no remaining Celanese position as of Q3 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 1,902 Celanese shares in Q3 2019, an estimated $205K.
  • Institute for Wealth Management first reported a position in Celanese in Q2 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Celanese position peaked at $205K in Q2 2019.
  • 559 funds tracked by Wall St. Rank held Celanese as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.