BG
PDCE

Bollard Group’s PDC Energy, Inc. PDCE Stock Holding History

Bollard Group’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
2023
Q3 		– Sell
-150
Closed -$11K – 683
2023
Q2 		$11K Buy
+150
New +$10.1K ﹤0.01% 298

Other funds holding PDCE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bollard Group's PDCE Position: Q3 2023 in Review

Bollard Group sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 150 shares — an estimated $11K sold.

Bollard Group first reported a position in PDCE in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Bollard Group reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 150 PDC Energy, Inc. shares in Q3 2023, an estimated $11K.
  • Bollard Group first reported a position in PDC Energy, Inc. in Q2 2023 and held it in 1 quarter.
  • Bollard Group's PDC Energy, Inc. position peaked at $11K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.