WAS
VTNR

WESPAC Advisors SoCal’s Vertex Energy, Inc VTNR Stock Holding History

WESPAC Advisors SoCal’s Portfolio VTNR Stock Details VTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1
Closed – – 265
2018
Q1 		$0 Buy
+1
New +$1 ﹤0.01% 305

Other funds holding VTNR

TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BCA
Benchmark Capital Advisors New York $101M AUM 0.8% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WESPAC Advisors SoCal's VTNR Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of Vertex Energy, Inc (VTNR) in Q2 2018, closing a stake of 1 share.

WESPAC Advisors SoCal first reported a position in VTNR in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 26 funds tracked by Wall St. Rank hold VTNR as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining Vertex Energy, Inc position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1 Vertex Energy, Inc share in Q2 2018.
  • WESPAC Advisors SoCal first reported a position in Vertex Energy, Inc in Q1 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Vertex Energy, Inc position peaked at $0 in Q1 2018.
  • 26 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.