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Advisory Research’s Ecopetrol EC Stock Holding History

Advisory Research’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-498,585
Closed -$7.29M – 374
2021
Q2 		$7.29M Sell
498,585
-795
-0.2% -$10.1K 0.48% 70
2021
Q1 		$6.4M Sell
499,380
-572,744
-53% -$7.4M 0.45% 75
2020
Q4 		$13.8M Buy
+1,072,124
New +$12.1M 1.02% 31

Other funds holding EC

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SC
Sagil Capital London, United Kingdom $263M AUM 88.6% 1-Year Est. Return

Advisory Research's EC Position: Q3 2021 in Review

Advisory Research sold out of Ecopetrol (EC) in Q3 2021, closing a stake of 498,585 shares — an estimated $7.29M sold.

Advisory Research first reported a position in EC in Q4 2020 and held it in 3 quarters. The position peaked at $13.8M in Q4 2020. 109 funds tracked by Wall St. Rank hold EC as of Q3 2021.

  • Advisory Research reported no remaining Ecopetrol position as of Q3 2021 after selling out during the quarter.
  • Advisory Research sold 498,585 Ecopetrol shares in Q3 2021, an estimated $7.29M.
  • Advisory Research first reported a position in Ecopetrol in Q4 2020 and held it in 3 quarters.
  • Advisory Research's Ecopetrol position peaked at $13.8M in Q4 2020.
  • 109 funds tracked by Wall St. Rank held Ecopetrol as of Q3 2021.

Based on Advisory Research's 13F filing for Q3 2021, filed 12 Nov 2021.