Avantax Planning Partners’s PDC Energy, Inc. PDCE Stock Holding History

Avantax Planning Partners’s Portfolio PDCE Stock Details PDCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-13,533	Closed	-$664K	–	1598
2018 Q1	$664K	Buy	13,533 +41	+0.3%	+$2.16K	0.06%	141
2017 Q4	$695K	Buy	13,492 +35	+0.3%	+$1.66K	0.06%	135
2017 Q3	$660K	Buy	13,457 +33	+0.2%	+$1.42K	0.05%	167
2017 Q2	$579K	Buy	13,424 +40	+0.3%	+$2.1K	0.05%	175
2017 Q1	$834K	Sell	13,384 -1,619	-11%	-$114K	0.07%	123
2016 Q4	$1.09M	Buy	+15,003	New	+$1.03M	0.12%	86

Other funds holding PDCE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Planning Partners's PDCE Position: Q2 2018 in Review

Avantax Planning Partners sold out of PDC Energy, Inc. (PDCE) in Q2 2018, closing a stake of 13,533 shares — an estimated $664K sold.

Avantax Planning Partners first reported a position in PDCE in Q4 2016 and held it in 6 quarters. The position peaked at $1.09M in Q4 2016. 255 funds tracked by Wall St. Rank hold PDCE as of Q2 2018.

Avantax Planning Partners reported no remaining PDC Energy, Inc. position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 13,533 PDC Energy, Inc. shares in Q2 2018, an estimated $664K.
Avantax Planning Partners first reported a position in PDC Energy, Inc. in Q4 2016 and held it in 6 quarters.
Avantax Planning Partners's PDC Energy, Inc. position peaked at $1.09M in Q4 2016.
255 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.