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Wagner Wealth Management (South Carolina)’s Warrior Met Coal HCC Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$27K Hold
1,000
– – 0.02% 314
2018
Q2 		$28K Sell
1,000
-1,300
-57% -$34.2K 0.02% 279
2018
Q1 		$64K Buy
2,300
+1,300
+130% +$37.6K 0.05% 201
2017
Q4 		$29K Buy
+1,000
New +$25.1K 0.02% 262

Other funds holding HCC

Vanguard Group
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HCC Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Warrior Met Coal (HCC) position steady in Q3 2018 at 1,000 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #314.

Wagner Wealth Management (South Carolina) first reported a position in HCC in Q4 2017 and has held it in 4 quarters since. The position peaked at $64K in Q1 2018. 176 funds tracked by Wall St. Rank hold HCC as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 1,000 shares of Warrior Met Coal worth $27K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Warrior Met Coal share count unchanged in Q3 2018.
  • Warrior Met Coal made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #314 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Warrior Met Coal in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Warrior Met Coal position peaked at $64K in Q1 2018.
  • 176 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.