RIA
CVRR

Regal Investment Advisors’s CVR Refining, LP CVRR Stock Holding History

Regal Investment Advisors’s Portfolio CVRR Stock Details CVRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Hold
0
– – – 167
2017
Q4 		– Hold
0
– – – 152
2017
Q3 		– Hold
0
– – – 189
2017
Q2 		– Hold
0
– – – 194
2017
Q1 		– Hold
0
– – – 187
2014
Q1 		– Sell
-150
Closed -$3K – 959
2013
Q4 		$3K Buy
+150
New +$3.47K ﹤0.01% 740

Other funds holding CVRR

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Regal Investment Advisors's CVRR Position: Q1 2018 in Review

Regal Investment Advisors held its CVR Refining, LP (CVRR) position steady in Q1 2018 at 0 shares worth $530K. The position accounts for 0.12% of the portfolio, ranked #167.

Regal Investment Advisors first reported a position in CVRR in Q4 2013 and has held it in 1 quarter since. The position peaked at $3K in Q4 2013. 68 funds tracked by Wall St. Rank hold CVRR as of Q1 2018.

  • Regal Investment Advisors held 0 shares of CVR Refining, LP worth $530K as of Q1 2018.
  • Regal Investment Advisors left its CVR Refining, LP share count unchanged in Q1 2018.
  • CVR Refining, LP made up 0.12% of Regal Investment Advisors's portfolio in Q1 2018, its #167 holding.
  • Regal Investment Advisors first reported a position in CVR Refining, LP in Q4 2013 and has held it in 1 quarter since.
  • Regal Investment Advisors's CVR Refining, LP position peaked at $3K in Q4 2013.
  • 68 funds tracked by Wall St. Rank held CVR Refining, LP as of Q1 2018.

Based on Regal Investment Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.