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Integrated Wealth Management (Palm Desert)’s Hallador Energy HNRG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio HNRG Stock Details HNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,000
Closed -$24K – 568
2016
Q3 		$24K Buy
+3,000
New +$18K 0.01% 557

Other funds holding HNRG

YEPV
Yorktown Energy Partners VIII New York $52.9M AUM 30% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $126M AUM
YEPV
Yorktown Energy Partners VII New York $23.4M AUM 17.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HNRG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Hallador Energy (HNRG) in Q4 2016, closing a stake of 3,000 shares — an estimated $24K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HNRG in Q3 2016 and held it in 1 quarter. The position peaked at $24K in Q3 2016. 86 funds tracked by Wall St. Rank hold HNRG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Hallador Energy position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,000 Hallador Energy shares in Q4 2016, an estimated $24K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Hallador Energy in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Hallador Energy position peaked at $24K in Q3 2016.
  • 86 funds tracked by Wall St. Rank held Hallador Energy as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.