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Waverton Investment Management’s HF Sinclair DINO Stock Holding History

Waverton Investment Management’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-70,700
Closed -$3.36M – 111
2014
Q1 		$3.36M Buy
70,700
+490
+0.7% +$23.2K 0.16% 109
2013
Q4 		$3.49M Hold
70,210
– – 0.18% 99
2013
Q3 		$2.96M Buy
+70,210
New +$3.05M 0.17% 104

Other funds holding DINO

TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Waverton Investment Management's DINO Position: Q2 2014 in Review

Waverton Investment Management sold out of HF Sinclair (DINO) in Q2 2014, closing a stake of 70,700 shares — an estimated $3.36M sold.

Waverton Investment Management first reported a position in DINO in Q3 2013 and held it in 3 quarters. The position peaked at $3.49M in Q4 2013. 471 funds tracked by Wall St. Rank hold DINO as of Q2 2014.

  • Waverton Investment Management reported no remaining HF Sinclair position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 70,700 HF Sinclair shares in Q2 2014, an estimated $3.36M.
  • Waverton Investment Management first reported a position in HF Sinclair in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's HF Sinclair position peaked at $3.49M in Q4 2013.
  • 471 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.