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Reilly Financial Advisors’s Celanese CE Stock Holding History

Reilly Financial Advisors’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-517
Closed -$55K – 977
2017
Q4 		$55K Hold
517
– – 0.01% 314
2017
Q3 		$54K Hold
517
– – 0.01% 299
2017
Q2 		$49K Hold
517
– – 0.01% 307
2017
Q1 		$46K Hold
517
– – 0.01% 304
2016
Q4 		$41K Buy
+517
New +$38.9K 0.01% 305

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Reilly Financial Advisors's CE Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Celanese (CE) in Q1 2018, closing a stake of 517 shares — an estimated $55K sold.

Reilly Financial Advisors first reported a position in CE in Q4 2016 and held it in 5 quarters. The position peaked at $55K in Q4 2017. 502 funds tracked by Wall St. Rank hold CE as of Q1 2018.

  • Reilly Financial Advisors reported no remaining Celanese position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 517 Celanese shares in Q1 2018, an estimated $55K.
  • Reilly Financial Advisors first reported a position in Celanese in Q4 2016 and held it in 5 quarters.
  • Reilly Financial Advisors's Celanese position peaked at $55K in Q4 2017.
  • 502 funds tracked by Wall St. Rank held Celanese as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.