Kaizen Advisory’s Viper Energy VNOM Stock Holding History

Kaizen Advisory’s Portfolio VNOM Stock Details VNOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-47,947	Closed	-$1.53M	–	616
2018 Q2	$1.53M	Buy	47,947 +10,039	+26%	+$293K	0.78%	11
2018 Q1	$963K	Buy	+37,908	New	+$897K	0.95%	3

Other funds holding VNOM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Kaizen Advisory's VNOM Position: Q3 2018 in Review

Kaizen Advisory sold out of Viper Energy (VNOM) in Q3 2018, closing a stake of 47,947 shares — an estimated $1.53M sold.

Kaizen Advisory first reported a position in VNOM in Q1 2018 and held it in 2 quarters. The position peaked at $1.53M in Q2 2018. 127 funds tracked by Wall St. Rank hold VNOM as of Q3 2018.

Kaizen Advisory reported no remaining Viper Energy position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 47,947 Viper Energy shares in Q3 2018, an estimated $1.53M.
Kaizen Advisory first reported a position in Viper Energy in Q1 2018 and held it in 2 quarters.
Kaizen Advisory's Viper Energy position peaked at $1.53M in Q2 2018.
127 funds tracked by Wall St. Rank held Viper Energy as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.