Valeo Financial Advisors’s Warrior Met Coal HCC Stock Holding History

Valeo Financial Advisors’s Portfolio HCC Stock Details HCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-53	Closed	-$1K	–	1587
2018 Q3	$1K	Buy	+53	New	+$1.35K	﹤0.01%	1627

Other funds holding HCC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Valeo Financial Advisors's HCC Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Warrior Met Coal (HCC) in Q4 2018, closing a stake of 53 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in HCC in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 163 funds tracked by Wall St. Rank hold HCC as of Q4 2018.

Valeo Financial Advisors reported no remaining Warrior Met Coal position as of Q4 2018 after selling out during the quarter.
Valeo Financial Advisors sold 53 Warrior Met Coal shares in Q4 2018, an estimated $1K.
Valeo Financial Advisors first reported a position in Warrior Met Coal in Q3 2018 and held it in 1 quarter.
Valeo Financial Advisors's Warrior Met Coal position peaked at $1K in Q3 2018.
163 funds tracked by Wall St. Rank held Warrior Met Coal as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.