UCFA
CVRR

United Capital Financial Advisors’s CVR Refining, LP CVRR Stock Holding History

United Capital Financial Advisors’s Portfolio CVRR Stock Details CVRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,375
Closed -$280K – 950
2013
Q4 		$280K Sell
12,375
-20,955
-63% -$474K 0.01% 539
2013
Q3 		$831K Buy
33,330
+1,890
+6% +$47.1K 0.03% 366
2013
Q2 		$945K Buy
+31,440
New +$945K 0.03% 414