SLWS
CF icon

Swaine & Leidel Wealth Services’s CF Industries CF Stock Holding History

Swaine & Leidel Wealth Services’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,413
Closed -$329K – 64
2019
Q3 		$329K Sell
1,413
-457
-24% -$22.2K 0.3% 48
2019
Q2 		$383K Hold
1,870
– – 0.41% 43
2019
Q1 		$362K Buy
+1,870
New +$79.3K 0.46% 39

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Swaine & Leidel Wealth Services's CF Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of CF Industries (CF) in Q4 2019, closing a stake of 1,413 shares — an estimated $329K sold.

Swaine & Leidel Wealth Services first reported a position in CF in Q1 2019 and held it in 3 quarters. The position peaked at $383K in Q2 2019. 504 funds tracked by Wall St. Rank hold CF as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining CF Industries position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 1,413 CF Industries shares in Q4 2019, an estimated $329K.
  • Swaine & Leidel Wealth Services first reported a position in CF Industries in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's CF Industries position peaked at $383K in Q2 2019.
  • 504 funds tracked by Wall St. Rank held CF Industries as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.