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One Wealth Advisors’s PBF Energy PBF Stock Holding History

One Wealth Advisors’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-394
Closed -$12K – 376
2019
Q1 		$12K Buy
+394
New +$13.2K 0.01% 306
2018
Q4 		– Sell
-2,312
Closed -$115K – 370
2018
Q3 		$115K Sell
2,312
-24
-1% -$1.14K 0.09% 177
2018
Q2 		$98K Hold
2,336
– – 0.08% 196
2018
Q1 		$79K Sell
2,336
-2,538
-52% -$81.9K 0.07% 200
2017
Q4 		$173K Buy
+4,874
New +$151K 0.14% 139

Other funds holding PBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

One Wealth Advisors's PBF Position: Q2 2019 in Review

One Wealth Advisors sold out of PBF Energy (PBF) in Q2 2019, closing a stake of 394 shares — an estimated $12K sold.

One Wealth Advisors first reported a position in PBF in Q4 2017 and held it in 5 quarters. The position peaked at $173K in Q4 2017. 293 funds tracked by Wall St. Rank hold PBF as of Q2 2019.

  • One Wealth Advisors reported no remaining PBF Energy position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 394 PBF Energy shares in Q2 2019, an estimated $12K.
  • One Wealth Advisors first reported a position in PBF Energy in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's PBF Energy position peaked at $173K in Q4 2017.
  • 293 funds tracked by Wall St. Rank held PBF Energy as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.