WealthTrust-Arizona’s HF Sinclair DINO Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$36K	Hold	700	–	–	0.02%	188
2018 Q3	$49K	Buy	+700	New	+$49.4K	0.02%	163
2017 Q2	–	Sell	-1,150	Closed	-$33K	–	645
2017 Q1	$33K	Buy	1,150 +200	+21%	+$5.84K	0.02%	197
2016 Q4	$31K	Hold	950	–	–	0.02%	192
2016 Q3	$23K	Buy	950 +200	+27%	+$5.03K	0.01%	225
2016 Q2	$18K	Hold	750	–	–	0.01%	248
2016 Q1	$26K	Hold	750	–	–	0.02%	201
2015 Q4	$30K	Hold	750	–	–	0.02%	201
2015 Q3	$37K	Hold	750	–	–	0.02%	182
2015 Q2	$32K	Hold	750	–	–	0.02%	210
2015 Q1	$30K	Hold	750	–	–	0.02%	215
2014 Q4	$28K	Hold	750	–	–	0.02%	212
2014 Q3	$33K	Hold	750	–	–	0.04%	210
2014 Q2	$33K	Buy	750 +100	+15%	+$4.91K	0.04%	216
2014 Q1	$31K	Buy	650 +350	+117%	+$16.6K	0.04%	225
2013 Q4	$15K	Buy	+300	New	+$13.7K	0.02%	324

Other funds holding DINO

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

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

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrust-Arizona's DINO Position: Q4 2018 in Review

WealthTrust-Arizona held its HF Sinclair (DINO) position steady in Q4 2018 at 700 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #188.

WealthTrust-Arizona first reported a position in DINO in Q4 2013 and has held it in 16 quarters since. The position peaked at $49K in Q3 2018. 546 funds tracked by Wall St. Rank hold DINO as of Q4 2018.

WealthTrust-Arizona held 700 shares of HF Sinclair worth $36K as of Q4 2018.
WealthTrust-Arizona left its HF Sinclair share count unchanged in Q4 2018.
HF Sinclair made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #188 holding.
WealthTrust-Arizona first reported a position in HF Sinclair in Q4 2013 and has held it in 16 quarters since.
WealthTrust-Arizona's HF Sinclair position peaked at $49K in Q3 2018.
546 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.