KPA
VTNR

Keel Point Advisors’s Vertex Energy, Inc VTNR Stock Holding History

Keel Point Advisors’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
Q4 		$51K Buy
+12,059
New +$58.6K 0.04% 66

Other funds holding VTNR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BCA
Benchmark Capital Advisors New York $101M AUM 0.8% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keel Point Advisors's VTNR Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Vertex Energy, Inc (VTNR) in Q4 2014: 12,059 shares worth $51K. The stake represents 0.04% of the portfolio and ranks #66 among its holdings.

58 funds tracked by Wall St. Rank hold VTNR as of Q4 2014.

  • Keel Point Advisors held 12,059 shares of Vertex Energy, Inc worth $51K as of Q4 2014.
  • Vertex Energy, Inc was a new Keel Point Advisors position in Q4 2014.
  • Vertex Energy, Inc made up 0.04% of Keel Point Advisors's portfolio in Q4 2014, its #66 holding.
  • 58 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.