BCA
VTLE

Berman Capital Advisors’s Vital Energy VTLE Stock Holding History

Berman Capital Advisors’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-34
Closed -$1K – 1688
2019
Q4 		$1K Sell
34
-94
-73% -$4.56K ﹤0.01% 1400
2019
Q3 		$6K Hold
128
– – ﹤0.01% 910
2019
Q2 		$7K Buy
+128
New +$7.75K ﹤0.01% 877
2019
Q1 		– Sell
-51
Closed -$3K – 1491
2018
Q4 		$3K Buy
+51
New +$5.35K ﹤0.01% 829

Other funds holding VTLE

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Berman Capital Advisors's VTLE Position: Q1 2020 in Review

Berman Capital Advisors sold out of Vital Energy (VTLE) in Q1 2020, closing a stake of 34 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in VTLE in Q4 2018 and held it in 4 quarters. The position peaked at $7K in Q2 2019. 145 funds tracked by Wall St. Rank hold VTLE as of Q1 2020.

  • Berman Capital Advisors reported no remaining Vital Energy position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 34 Vital Energy shares in Q1 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in Vital Energy in Q4 2018 and held it in 4 quarters.
  • Berman Capital Advisors's Vital Energy position peaked at $7K in Q2 2019.
  • 145 funds tracked by Wall St. Rank held Vital Energy as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.