Lyell Wealth Management’s CF Industries CF Stock Holding History

Lyell Wealth Management’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
2017 Q2	–	Sell	-54,445	Closed	-$1.6M	–	102
2017 Q1	$1.6M	Buy	+54,445	New	+$1.78M	0.86%	49

Other funds holding CF

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lyell Wealth Management's CF Position: Q2 2017 in Review

Lyell Wealth Management sold out of CF Industries (CF) in Q2 2017, closing a stake of 54,445 shares — an estimated $1.6M sold.

Lyell Wealth Management first reported a position in CF in Q1 2017 and held it in 1 quarter. The position peaked at $1.6M in Q1 2017. 426 funds tracked by Wall St. Rank hold CF as of Q2 2017.

Lyell Wealth Management reported no remaining CF Industries position as of Q2 2017 after selling out during the quarter.
Lyell Wealth Management sold 54,445 CF Industries shares in Q2 2017, an estimated $1.6M.
Lyell Wealth Management first reported a position in CF Industries in Q1 2017 and held it in 1 quarter.
Lyell Wealth Management's CF Industries position peaked at $1.6M in Q1 2017.
426 funds tracked by Wall St. Rank held CF Industries as of Q2 2017.

Based on Lyell Wealth Management's 13F filing for Q2 2017, filed 27 Jul 2017.