Poehling Capital Management’s Cheniere Energy LNG Stock Holding History

Poehling Capital Management’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-100	Closed	-$7K	–	196
2018 Q2	$7K	Hold	100	–	–	0.01%	245
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	257
2017 Q4	$5K	Buy	+100	New	+$4.82K	﹤0.01%	236

Other funds holding LNG

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Poehling Capital Management's LNG Position: Q3 2018 in Review

Poehling Capital Management sold out of Cheniere Energy (LNG) in Q3 2018, closing a stake of 100 shares — an estimated $7K sold.

Poehling Capital Management first reported a position in LNG in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 504 funds tracked by Wall St. Rank hold LNG as of Q3 2018.

Poehling Capital Management reported no remaining Cheniere Energy position as of Q3 2018 after selling out during the quarter.
Poehling Capital Management sold 100 Cheniere Energy shares in Q3 2018, an estimated $7K.
Poehling Capital Management first reported a position in Cheniere Energy in Q4 2017 and held it in 3 quarters.
Poehling Capital Management's Cheniere Energy position peaked at $7K in Q2 2018.
504 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.