Berman Capital Advisors’s PDC Energy, Inc. PDCE Stock Holding History

Berman Capital Advisors’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
2021 Q3	$14K	Buy	296 +106	+56%	+$4.42K	﹤0.01%	1087
2021 Q2	$8K	Buy	190 +44	+30%	+$1.8K	﹤0.01%	1223
2021 Q1	$5K	Hold	146	–	–	﹤0.01%	1301
2020 Q4	$2K	Hold	146	–	–	﹤0.01%	1462
2020 Q3	$1K	Hold	146	–	–	﹤0.01%	1547
2020 Q2	$1K	Buy	146 +131	+873%	+$1.57K	﹤0.01%	1549
2020 Q1	$0	Sell	15 -30	-67%	-$540	﹤0.01%	1729
2019 Q4	$1K	Buy	45 +2	+5%	+$48	﹤0.01%	1419
2019 Q3	$1K	Buy	43 +14	+48%	+$420	﹤0.01%	1397
2019 Q2	$1K	Buy	29 +5	+21%	+$189	﹤0.01%	1417
2019 Q1	$0	Buy	+24	New	+$876	﹤0.01%	1513

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

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Berman Capital Advisors increased its PDC Energy, Inc. (PDCE) stake by 56% in Q3 2021, buying an estimated $4.42K and bringing the position to 296 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Berman Capital Advisors first reported a position in PDCE in Q1 2019 and has held it in 11 quarters since. 287 funds tracked by Wall St. Rank hold PDCE as of Q3 2021.

Berman Capital Advisors held 296 shares of PDC Energy, Inc. worth $14K as of Q3 2021.
Berman Capital Advisors bought 106 PDC Energy, Inc. shares in Q3 2021, an estimated $4.42K.
PDC Energy, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1087 holding.
Berman Capital Advisors first reported a position in PDC Energy, Inc. in Q1 2019 and has held it in 11 quarters since.
287 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2021.

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