ZIC
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ZWJ Investment Counsel’s HF Sinclair DINO Stock Holding History

ZWJ Investment Counsel’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
2017
Q4 		– Sell
-6,000
Closed -$216K – 297
2017
Q3 		$216K Buy
+6,000
New +$180K 0.02% 279
2017
Q2 		– Sell
-7,250
Closed -$205K – 301
2017
Q1 		$205K Buy
+7,250
New +$212K 0.02% 304

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ZWJ Investment Counsel's DINO Position: Q4 2017 in Review

ZWJ Investment Counsel sold out of HF Sinclair (DINO) in Q4 2017, closing a stake of 6,000 shares — an estimated $216K sold.

ZWJ Investment Counsel first reported a position in DINO in Q1 2017 and held it in 2 quarters. The position peaked at $216K in Q3 2017. 474 funds tracked by Wall St. Rank hold DINO as of Q4 2017.

  • ZWJ Investment Counsel reported no remaining HF Sinclair position as of Q4 2017 after selling out during the quarter.
  • ZWJ Investment Counsel sold 6,000 HF Sinclair shares in Q4 2017, an estimated $216K.
  • ZWJ Investment Counsel first reported a position in HF Sinclair in Q1 2017 and held it in 2 quarters.
  • ZWJ Investment Counsel's HF Sinclair position peaked at $216K in Q3 2017.
  • 474 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2017.

Based on ZWJ Investment Counsel's 13F filing for Q4 2017, filed 1 Feb 2018.