VFA
CVRR

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

Valeo Financial Advisors’s Portfolio CVRR Stock Details CVRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-550
Closed -$5K – 1464
2017
Q3 		$5K Buy
+550
New +$4.65K ﹤0.01% 898

Other funds holding CVRR

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors's CVRR Position: Q4 2017 in Review

Valeo Financial Advisors sold out of CVR Refining, LP (CVRR) in Q4 2017, closing a stake of 550 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in CVRR in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 75 funds tracked by Wall St. Rank hold CVRR as of Q4 2017.

  • Valeo Financial Advisors reported no remaining CVR Refining, LP position as of Q4 2017 after selling out during the quarter.
  • Valeo Financial Advisors sold 550 CVR Refining, LP shares in Q4 2017, an estimated $5K.
  • Valeo Financial Advisors first reported a position in CVR Refining, LP in Q3 2017 and held it in 1 quarter.
  • Valeo Financial Advisors's CVR Refining, LP position peaked at $5K in Q3 2017.
  • 75 funds tracked by Wall St. Rank held CVR Refining, LP as of Q4 2017.

Based on Valeo Financial Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.