Rational Advisors’s CVR Energy CVI Stock Holding History

Rational Advisors’s Portfolio CVI Stock Details CVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,300	Closed	-$72K	–	340
2017 Q2	$72K	Buy	+3,300	New	+$67.7K	0.04%	241
2013 Q3	–	Sell	-1,640	Closed	-$78K	–	893
2013 Q2	$78K	Buy	+1,640	New	+$90K	0.01%	688

Other funds holding CVI

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Rational Advisors's CVI Position: Q3 2017 in Review

Rational Advisors sold out of CVR Energy (CVI) in Q3 2017, closing a stake of 3,300 shares — an estimated $72K sold.

Rational Advisors first reported a position in CVI in Q2 2013 and held it in 2 quarters. The position peaked at $78K in Q2 2013. 130 funds tracked by Wall St. Rank hold CVI as of Q3 2017.

Rational Advisors reported no remaining CVR Energy position as of Q3 2017 after selling out during the quarter.
Rational Advisors sold 3,300 CVR Energy shares in Q3 2017, an estimated $72K.
Rational Advisors first reported a position in CVR Energy in Q2 2013 and held it in 2 quarters.
Rational Advisors's CVR Energy position peaked at $78K in Q2 2013.
130 funds tracked by Wall St. Rank held CVR Energy as of Q3 2017.

Based on Rational Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.