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Integrated Wealth Counsel’s HF Sinclair DINO Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$33K Buy
+1,000
New +$27.7K 0.07% 90

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Integrated Wealth Counsel's DINO Position: Q4 2016 in Review

Integrated Wealth Counsel opened a new position in HF Sinclair (DINO) in Q4 2016: 1,000 shares worth $33K. The stake represents 0.07% of the portfolio and ranks #90 among its holdings.

407 funds tracked by Wall St. Rank hold DINO as of Q4 2016.

  • Integrated Wealth Counsel held 1,000 shares of HF Sinclair worth $33K as of Q4 2016.
  • HF Sinclair was a new Integrated Wealth Counsel position in Q4 2016.
  • HF Sinclair made up 0.07% of Integrated Wealth Counsel's portfolio in Q4 2016, its #90 holding.
  • 407 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.