CAL
PDCE

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

Capital Advisors Ltd’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
-3
Closed – – 1539
2023
Q2 		$0 Hold
3
– – ﹤0.01% 1605
2023
Q1 		$0 Hold
3
– – ﹤0.01% 1644
2022
Q4 		$0 Sell
3
-5
-63% -$349 ﹤0.01% 1764
2022
Q3 		$0 Buy
+8
New +$491 ﹤0.01% 1623

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 $9.54B AUM 19.86% 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

Capital Advisors Ltd's PDCE Position: Q3 2023 in Review

Capital Advisors Ltd sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 3 shares.

Capital Advisors Ltd first reported a position in PDCE in Q3 2022 and held it in 4 quarters. The position peaked at $0 in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Capital Advisors Ltd reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 3 PDC Energy, Inc. shares in Q3 2023.
  • Capital Advisors Ltd first reported a position in PDC Energy, Inc. in Q3 2022 and held it in 4 quarters.
  • Capital Advisors Ltd's PDC Energy, Inc. position peaked at $0 in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Capital Advisors Ltd's 13F filing for Q3 2023, filed 27 Oct 2023.