ACA
VRN

Atlas Capital Advisors’s Veren VRN Stock Holding History

Atlas Capital Advisors’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-23,891
Closed -$177K – 570
2018
Q2 		$177K Buy
+23,891
New +$188K 0.06% 284

Other funds holding VRN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Atlas Capital Advisors's VRN Position: Q3 2018 in Review

Atlas Capital Advisors sold out of Veren (VRN) in Q3 2018, closing a stake of 23,891 shares — an estimated $177K sold.

Atlas Capital Advisors first reported a position in VRN in Q2 2018 and held it in 1 quarter. The position peaked at $177K in Q2 2018. 161 funds tracked by Wall St. Rank hold VRN as of Q3 2018.

  • Atlas Capital Advisors reported no remaining Veren position as of Q3 2018 after selling out during the quarter.
  • Atlas Capital Advisors sold 23,891 Veren shares in Q3 2018, an estimated $177K.
  • Atlas Capital Advisors first reported a position in Veren in Q2 2018 and held it in 1 quarter.
  • Atlas Capital Advisors's Veren position peaked at $177K in Q2 2018.
  • 161 funds tracked by Wall St. Rank held Veren as of Q3 2018.

Based on Atlas Capital Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.