PRW Wealth Management’s PBF Energy PBF Stock Holding History

PRW Wealth Management’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	-172	Closed	-$5K	–	491
2019 Q1	$5K	Hold	172	–	–	﹤0.01%	380
2018 Q4	$6K	Buy	+172	New	+$6.94K	0.01%	353

Other funds holding PBF

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

PRW Wealth Management's PBF Position: Q2 2019 in Review

PRW Wealth Management sold out of PBF Energy (PBF) in Q2 2019, closing a stake of 172 shares — an estimated $5K sold.

PRW Wealth Management first reported a position in PBF in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 293 funds tracked by Wall St. Rank hold PBF as of Q2 2019.

PRW Wealth Management reported no remaining PBF Energy position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 172 PBF Energy shares in Q2 2019, an estimated $5K.
PRW Wealth Management first reported a position in PBF Energy in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's PBF Energy position peaked at $6K in Q4 2018.
293 funds tracked by Wall St. Rank held PBF Energy as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.