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Ullmann Wealth Partners Group’s CNX Resources CNX Stock Holding History

Ullmann Wealth Partners Group’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,400
Closed -$29K – 64
2017
Q2 		$29K Hold
2,400
– – 0.02% 105
2017
Q1 		$33K Buy
+2,400
New +$33.8K 0.03% 93

Other funds holding CNX

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ullmann Wealth Partners Group's CNX Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of CNX Resources (CNX) in Q3 2017, closing a stake of 2,400 shares — an estimated $29K sold.

Ullmann Wealth Partners Group first reported a position in CNX in Q1 2017 and held it in 2 quarters. The position peaked at $33K in Q1 2017. 266 funds tracked by Wall St. Rank hold CNX as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining CNX Resources position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 2,400 CNX Resources shares in Q3 2017, an estimated $29K.
  • Ullmann Wealth Partners Group first reported a position in CNX Resources in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's CNX Resources position peaked at $33K in Q1 2017.
  • 266 funds tracked by Wall St. Rank held CNX Resources as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.