WJWM
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Williams Jones Wealth Management’s Dorian LPG LPG Stock Holding History

Williams Jones Wealth Management’s Portfolio LPG Stock Details LPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,000
Closed -$104K – 458
2019
Q3 		$104K Buy
+10,000
New +$97.9K ﹤0.01% 412

Other funds holding LPG

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $462M AUM 226.03% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Williams Jones Wealth Management's LPG Position: Q4 2019 in Review

Williams Jones Wealth Management sold out of Dorian LPG (LPG) in Q4 2019, closing a stake of 10,000 shares — an estimated $104K sold.

Williams Jones Wealth Management first reported a position in LPG in Q3 2019 and held it in 1 quarter. The position peaked at $104K in Q3 2019. 143 funds tracked by Wall St. Rank hold LPG as of Q4 2019.

  • Williams Jones Wealth Management reported no remaining Dorian LPG position as of Q4 2019 after selling out during the quarter.
  • Williams Jones Wealth Management sold 10,000 Dorian LPG shares in Q4 2019, an estimated $104K.
  • Williams Jones Wealth Management first reported a position in Dorian LPG in Q3 2019 and held it in 1 quarter.
  • Williams Jones Wealth Management's Dorian LPG position peaked at $104K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held Dorian LPG as of Q4 2019.

Based on Williams Jones Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.