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Kaizen Advisory’s CF Industries CF Stock Holding History

Kaizen Advisory’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$25K Sell
579
-56
-9% -$2.63K 0.02% 466
2018
Q3 		$35K Hold
635
– – 0.02% 409
2018
Q2 		$28K Buy
635
+406
+177% +$16.6K 0.01% 456
2018
Q1 		$9K Hold
229
– – 0.01% 500
2017
Q4 		$10K Buy
+229
New +$8.64K 0.01% 478

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's CF Position: Q4 2018 in Review

Kaizen Advisory reduced its CF Industries (CF) stake by 8.8% in Q4 2018, selling an estimated $2.63K and leaving 579 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #466.

Kaizen Advisory first reported a position in CF in Q4 2017 and has held it in 5 quarters since. The position peaked at $35K in Q3 2018. 527 funds tracked by Wall St. Rank hold CF as of Q4 2018.

  • Kaizen Advisory held 579 shares of CF Industries worth $25K as of Q4 2018.
  • Kaizen Advisory sold 56 CF Industries shares in Q4 2018, an estimated $2.63K.
  • CF Industries made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #466 holding.
  • Kaizen Advisory first reported a position in CF Industries in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's CF Industries position peaked at $35K in Q3 2018.
  • 527 funds tracked by Wall St. Rank held CF Industries as of Q4 2018.

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