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Aevitas Wealth Management’s Devon Energy DVN Stock Holding History

Aevitas Wealth Management’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-91
Closed -$3K – 444
2018
Q1 		$3K Hold
91
– – ﹤0.01% 391
2017
Q4 		$4K Buy
+91
New +$3.44K ﹤0.01% 379

Other funds holding DVN

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Aevitas Wealth Management's DVN Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Devon Energy (DVN) in Q2 2018, closing a stake of 91 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in DVN in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 768 funds tracked by Wall St. Rank hold DVN as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Devon Energy position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 91 Devon Energy shares in Q2 2018, an estimated $3K.
  • Aevitas Wealth Management first reported a position in Devon Energy in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Devon Energy position peaked at $4K in Q4 2017.
  • 768 funds tracked by Wall St. Rank held Devon Energy as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.