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USAdvisors Wealth Management’s HF Sinclair DINO Stock Holding History

USAdvisors Wealth Management’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,700
Closed -$468K – 50
2018
Q3 		$468K Hold
6,700
– – 0.34% 39
2018
Q2 		$458K Buy
+6,700
New +$446K 0.35% 37

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USAdvisors Wealth Management's DINO Position: Q4 2018 in Review

USAdvisors Wealth Management sold out of HF Sinclair (DINO) in Q4 2018, closing a stake of 6,700 shares — an estimated $468K sold.

USAdvisors Wealth Management first reported a position in DINO in Q2 2018 and held it in 2 quarters. The position peaked at $468K in Q3 2018. 547 funds tracked by Wall St. Rank hold DINO as of Q4 2018.

  • USAdvisors Wealth Management reported no remaining HF Sinclair position as of Q4 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 6,700 HF Sinclair shares in Q4 2018, an estimated $468K.
  • USAdvisors Wealth Management first reported a position in HF Sinclair in Q2 2018 and held it in 2 quarters.
  • USAdvisors Wealth Management's HF Sinclair position peaked at $468K in Q3 2018.
  • 547 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2018.

Based on USAdvisors Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.