BCA
ESTE

Berman Capital Advisors’s Earthstone Energy Inc. Class A Common Stock ESTE Stock Holding History

Berman Capital Advisors’s Portfolio ESTE Stock Details ESTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-328
Closed -$2K – 1684
2019
Q2 		$2K Buy
+328
New +$2.15K ﹤0.01% 1280

Other funds holding ESTE

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Berman Capital Advisors's ESTE Position: Q3 2019 in Review

Berman Capital Advisors sold out of Earthstone Energy Inc. Class A Common Stock (ESTE) in Q3 2019, closing a stake of 328 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in ESTE in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 60 funds tracked by Wall St. Rank hold ESTE as of Q3 2019.

  • Berman Capital Advisors reported no remaining Earthstone Energy Inc. Class A Common Stock position as of Q3 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 328 Earthstone Energy Inc. Class A Common Stock shares in Q3 2019, an estimated $2K.
  • Berman Capital Advisors first reported a position in Earthstone Energy Inc. Class A Common Stock in Q2 2019 and held it in 1 quarter.
  • Berman Capital Advisors's Earthstone Energy Inc. Class A Common Stock position peaked at $2K in Q2 2019.
  • 60 funds tracked by Wall St. Rank held Earthstone Energy Inc. Class A Common Stock as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.