MWM
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MorganRosel Wealth Management’s Warrior Met Coal HCC Stock Holding History

MorganRosel Wealth Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-24,042
Closed -$628K – 76
2019
Q2 		$628K Buy
+24,042
New +$685K 0.52% 49

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TAM
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Fidelity Investments
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
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LM
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MorganRosel Wealth Management's HCC Position: Q3 2019 in Review

MorganRosel Wealth Management sold out of Warrior Met Coal (HCC) in Q3 2019, closing a stake of 24,042 shares — an estimated $628K sold.

MorganRosel Wealth Management first reported a position in HCC in Q2 2019 and held it in 1 quarter. The position peaked at $628K in Q2 2019. 175 funds tracked by Wall St. Rank hold HCC as of Q3 2019.

  • MorganRosel Wealth Management reported no remaining Warrior Met Coal position as of Q3 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 24,042 Warrior Met Coal shares in Q3 2019, an estimated $628K.
  • MorganRosel Wealth Management first reported a position in Warrior Met Coal in Q2 2019 and held it in 1 quarter.
  • MorganRosel Wealth Management's Warrior Met Coal position peaked at $628K in Q2 2019.
  • 175 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2019.

Based on MorganRosel Wealth Management's 13F filing for Q3 2019, filed 31 Oct 2019.