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Sheaff Brock Investment Advisors’s Warrior Met Coal HCC Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-32,106
Closed -$839K – 479
2019
Q2 		$839K Sell
32,106
-1,574
-5% -$44.8K 0.09% 164
2019
Q1 		$1.02M Sell
33,680
-413
-1% -$11.3K 0.12% 137
2018
Q4 		$822K Sell
34,093
-112
-0.3% -$2.86K 0.13% 148
2018
Q3 		$925K Sell
34,205
-685
-2% -$17.5K 0.09% 166
2018
Q2 		$962K Buy
34,890
+9
+0% +$237 0.09% 162
2018
Q1 		$977K Buy
+34,881
New +$1.01M 0.1% 153

Other funds holding HCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Sheaff Brock Investment Advisors's HCC Position: Q3 2019 in Review

Sheaff Brock Investment Advisors sold out of Warrior Met Coal (HCC) in Q3 2019, closing a stake of 32,106 shares — an estimated $839K sold.

Sheaff Brock Investment Advisors first reported a position in HCC in Q1 2018 and held it in 6 quarters. The position peaked at $1.02M in Q1 2019. 175 funds tracked by Wall St. Rank hold HCC as of Q3 2019.

  • Sheaff Brock Investment Advisors reported no remaining Warrior Met Coal position as of Q3 2019 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 32,106 Warrior Met Coal shares in Q3 2019, an estimated $839K.
  • Sheaff Brock Investment Advisors first reported a position in Warrior Met Coal in Q1 2018 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Warrior Met Coal position peaked at $1.02M in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2019, filed 28 Oct 2019.