Berman Capital Advisors’s Cenovus Energy CVE Stock Holding History

Berman Capital Advisors’s Portfolio CVE Stock Details CVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Sell	128 -141	-52%	-$1.2K	﹤0.01%	1839
2021 Q2	$2K	Hold	269	–	–	﹤0.01%	1577
2021 Q1	$2K	Buy	269 +217	+417%	+$1.52K	﹤0.01%	1495
2020 Q4	$0	Hold	52	–	–	﹤0.01%	1700
2020 Q3	$0	Sell	52 -255	-83%	-$1.17K	﹤0.01%	1625
2020 Q2	$1K	Buy	307 +104	+51%	+$400	﹤0.01%	1400
2020 Q1	$0	Buy	203 +110	+118%	+$771	﹤0.01%	1503
2019 Q4	$0	Hold	93	–	–	﹤0.01%	1475
2019 Q3	$0	Hold	93	–	–	﹤0.01%	1466
2019 Q2	$0	Hold	93	–	–	﹤0.01%	1488
2019 Q1	$0	Hold	93	–	–	﹤0.01%	1363
2018 Q4	$0	Buy	+93	New	+$765	﹤0.01%	1150

Other funds holding CVE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ConocoPhillips Houston, Texas $1.12B AUM 103.31% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Berman Capital Advisors's CVE Position: Q3 2021 in Review

Berman Capital Advisors reduced its Cenovus Energy (CVE) stake by 52% in Q3 2021, selling an estimated $1.2K and leaving 128 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Berman Capital Advisors first reported a position in CVE in Q4 2018 and has held it in 12 quarters since. The position peaked at $2K in Q2 2021. 262 funds tracked by Wall St. Rank hold CVE as of Q3 2021.

Berman Capital Advisors held 128 shares of Cenovus Energy worth $1K as of Q3 2021.
Berman Capital Advisors sold 141 Cenovus Energy shares in Q3 2021, an estimated $1.2K.
Cenovus Energy made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1839 holding.
Berman Capital Advisors first reported a position in Cenovus Energy in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Cenovus Energy position peaked at $2K in Q2 2021.
262 funds tracked by Wall St. Rank held Cenovus Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.