JIR
VTNR

James Investment Research’s Vertex Energy, Inc VTNR Stock Holding History

James Investment Research’s Portfolio VTNR Stock Details VTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-6,220
Closed -$40K – 533
2014
Q1 		$40K Hold
6,220
– – ﹤0.01% 388
2013
Q4 		$21K Hold
6,220
– – ﹤0.01% 429
2013
Q3 		$19K Buy
6,220
+400
+7% +$1.17K ﹤0.01% 437
2013
Q2 		$17K Buy
+5,820
New +$17.3K ﹤0.01% 430

Other funds holding VTNR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
Timpani Capital Management Milwaukee, Wisconsin $209M AUM 62.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

James Investment Research's VTNR Position: Q2 2014 in Review

James Investment Research sold out of Vertex Energy, Inc (VTNR) in Q2 2014, closing a stake of 6,220 shares — an estimated $40K sold.

James Investment Research first reported a position in VTNR in Q2 2013 and held it in 4 quarters. The position peaked at $40K in Q1 2014. 68 funds tracked by Wall St. Rank hold VTNR as of Q2 2014.

  • James Investment Research reported no remaining Vertex Energy, Inc position as of Q2 2014 after selling out during the quarter.
  • James Investment Research sold 6,220 Vertex Energy, Inc shares in Q2 2014, an estimated $40K.
  • James Investment Research first reported a position in Vertex Energy, Inc in Q2 2013 and held it in 4 quarters.
  • James Investment Research's Vertex Energy, Inc position peaked at $40K in Q1 2014.
  • 68 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q2 2014.

Based on James Investment Research's 13F filing for Q2 2014, filed 22 Jul 2014.