Kaizen Advisory’s Celanese CE Stock Holding History

Kaizen Advisory’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
2018 Q4	$665K	Sell	7,395 -1,419	-16%	-$139K	0.46%	70
2018 Q3	$1M	Sell	8,814 -2,064	-19%	-$237K	0.52%	61
2018 Q2	$1.21M	Buy	10,878 +10,279	+1,716%	+$1.13M	0.61%	36
2018 Q1	$60K	Sell	599 -10,124	-94%	-$1.07M	0.06%	171
2017 Q4	$1.12M	Buy	+10,723	New	+$1.14M	0.67%	70

Other funds holding CE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Kaizen Advisory's CE Position: Q4 2018 in Review

Kaizen Advisory reduced its Celanese (CE) stake by 16% in Q4 2018, selling an estimated $139K and leaving 7,395 shares worth $665K. The position accounts for 0.46% of the portfolio, ranked #70.

Kaizen Advisory first reported a position in CE in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.21M in Q2 2018. 522 funds tracked by Wall St. Rank hold CE as of Q4 2018.

Kaizen Advisory held 7,395 shares of Celanese worth $665K as of Q4 2018.
Kaizen Advisory sold 1,419 Celanese shares in Q4 2018, an estimated $139K.
Celanese made up 0.46% of Kaizen Advisory's portfolio in Q4 2018, its #70 holding.
Kaizen Advisory first reported a position in Celanese in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Celanese position peaked at $1.21M in Q2 2018.
522 funds tracked by Wall St. Rank held Celanese as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.