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Barton Investment Management’s Devon Energy DVN Stock Holding History

Barton Investment 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
2016
Q1 		– Sell
-800
Closed -$26K – 62
2015
Q4 		$26K Buy
+800
New +$32.8K 0.01% 71
2013
Q3 		– Sell
-4,400
Closed -$228K – 51
2013
Q2 		$228K Buy
+4,400
New +$245K 0.12% 49

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Barton Investment Management's DVN Position: Q1 2016 in Review

Barton Investment Management sold out of Devon Energy (DVN) in Q1 2016, closing a stake of 800 shares — an estimated $26K sold.

Barton Investment Management first reported a position in DVN in Q2 2013 and held it in 2 quarters. The position peaked at $228K in Q2 2013. 721 funds tracked by Wall St. Rank hold DVN as of Q1 2016.

  • Barton Investment Management reported no remaining Devon Energy position as of Q1 2016 after selling out during the quarter.
  • Barton Investment Management sold 800 Devon Energy shares in Q1 2016, an estimated $26K.
  • Barton Investment Management first reported a position in Devon Energy in Q2 2013 and held it in 2 quarters.
  • Barton Investment Management's Devon Energy position peaked at $228K in Q2 2013.
  • 721 funds tracked by Wall St. Rank held Devon Energy as of Q1 2016.

Based on Barton Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.