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USCA RIA’s Celanese CE Stock Holding History

USCA RIA’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-18,863
Closed -$1.63M – 473
2020
Q2 		$1.63M Buy
18,863
+677
+4% +$56.4K 0.14% 142
2020
Q1 		$1.33M Sell
18,186
-7,787
-30% -$770K 0.15% 143
2019
Q4 		$3.2M Buy
25,973
+149
+0.6% +$18.3K 0.29% 109
2019
Q3 		$3.16M Buy
25,824
+124
+0.5% +$14K 0.31% 95
2019
Q2 		$2.77M Buy
+25,700
New +$2.66M 0.28% 112

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

USCA RIA's CE Position: Q3 2020 in Review

USCA RIA sold out of Celanese (CE) in Q3 2020, closing a stake of 18,863 shares — an estimated $1.63M sold.

USCA RIA first reported a position in CE in Q2 2019 and held it in 5 quarters. The position peaked at $3.2M in Q4 2019. 506 funds tracked by Wall St. Rank hold CE as of Q3 2020.

  • USCA RIA reported no remaining Celanese position as of Q3 2020 after selling out during the quarter.
  • USCA RIA sold 18,863 Celanese shares in Q3 2020, an estimated $1.63M.
  • USCA RIA first reported a position in Celanese in Q2 2019 and held it in 5 quarters.
  • USCA RIA's Celanese position peaked at $3.2M in Q4 2019.
  • 506 funds tracked by Wall St. Rank held Celanese as of Q3 2020.

Based on USCA RIA's 13F filing for Q3 2020, filed 27 Oct 2020.