BWM
PDCE

Baystate Wealth Management’s PDC Energy, Inc. PDCE Stock Holding History

Baystate Wealth Management’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
2017
Q4 		– Sell
-54
Closed -$3K – 689
2017
Q3 		$3K Buy
+54
New +$2.32K ﹤0.01% 469

Other funds holding PDCE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Baystate Wealth Management's PDCE Position: Q4 2017 in Review

Baystate Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q4 2017, closing a stake of 54 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in PDCE in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 231 funds tracked by Wall St. Rank hold PDCE as of Q4 2017.

  • Baystate Wealth Management reported no remaining PDC Energy, Inc. position as of Q4 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 54 PDC Energy, Inc. shares in Q4 2017, an estimated $3K.
  • Baystate Wealth Management first reported a position in PDC Energy, Inc. in Q3 2017 and held it in 1 quarter.
  • Baystate Wealth Management's PDC Energy, Inc. position peaked at $3K in Q3 2017.
  • 231 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q4 2017.

Based on Baystate Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.