ZIM
CVI icon

Zacks Investment Management’s CVR Energy CVI Stock Holding History

Zacks Investment Management’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,384
Closed -$264K – 651
2016
Q4 		$264K Sell
10,384
-1,302
-11% -$22.5K 0.01% 531
2016
Q3 		$161K Sell
11,686
-50,773
-81% -$729K ﹤0.01% 620
2016
Q2 		$968K Buy
+62,459
New +$1.32M 0.03% 327
2014
Q3 		– Sell
-21,623
Closed -$1M – 681
2014
Q2 		$1M Buy
21,623
+464
+2% +$21.8K 0.04% 261
2014
Q1 		$894K Buy
+21,159
New +$840K 0.03% 271

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zacks Investment Management's CVI Position: Q1 2017 in Review

Zacks Investment Management sold out of CVR Energy (CVI) in Q1 2017, closing a stake of 10,384 shares — an estimated $264K sold.

Zacks Investment Management first reported a position in CVI in Q1 2014 and held it in 5 quarters. The position peaked at $1M in Q2 2014. 129 funds tracked by Wall St. Rank hold CVI as of Q1 2017.

  • Zacks Investment Management reported no remaining CVR Energy position as of Q1 2017 after selling out during the quarter.
  • Zacks Investment Management sold 10,384 CVR Energy shares in Q1 2017, an estimated $264K.
  • Zacks Investment Management first reported a position in CVR Energy in Q1 2014 and held it in 5 quarters.
  • Zacks Investment Management's CVR Energy position peaked at $1M in Q2 2014.
  • 129 funds tracked by Wall St. Rank held CVR Energy as of Q1 2017.

Based on Zacks Investment Management's 13F filing for Q1 2017, filed 15 May 2017.