VFA
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Valeo Financial Advisors’s CF Industries CF Stock Holding History

Valeo Financial Advisors’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
2020
Q3 		– Sell
-17
Closed – – 1672
2020
Q2 		$0 Buy
+17
New +$484 ﹤0.01% 2042
2019
Q2 		– Sell
-25
Closed -$1K – 1567
2019
Q1 		$1K Sell
25
-73
-74% -$3.1K ﹤0.01% 1433
2018
Q4 		$4K Hold
98
– – ﹤0.01% 1127
2018
Q3 		$5K Buy
98
+25
+34% +$1.21K ﹤0.01% 1181
2018
Q2 		$4K Sell
73
-4
-5% -$163 ﹤0.01% 1183
2018
Q1 		$3K Hold
77
– – ﹤0.01% 1242
2017
Q4 		$3K Hold
77
– – ﹤0.01% 1104
2017
Q3 		$3K Buy
+77
New +$2.38K ﹤0.01% 945

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's CF Position: Q3 2020 in Review

Valeo Financial Advisors sold out of CF Industries (CF) in Q3 2020, closing a stake of 17 shares.

Valeo Financial Advisors first reported a position in CF in Q3 2017 and held it in 8 quarters. The position peaked at $5K in Q3 2018. 457 funds tracked by Wall St. Rank hold CF as of Q3 2020.

  • Valeo Financial Advisors reported no remaining CF Industries position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 17 CF Industries shares in Q3 2020.
  • Valeo Financial Advisors first reported a position in CF Industries in Q3 2017 and held it in 8 quarters.
  • Valeo Financial Advisors's CF Industries position peaked at $5K in Q3 2018.
  • 457 funds tracked by Wall St. Rank held CF Industries as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.