Capital Research Global Investors
VTLE

Capital Research Global Investors’s Vital Energy VTLE Stock Holding History

Capital Research Global Investors’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
2017
Q4 		– Sell
-62,000
Closed -$16M – 450
2017
Q3 		$16M Sell
62,000
-282,900
-82% -$68.5M ﹤0.01% 389
2017
Q2 		$72.6M Sell
344,900
-125,000
-27% -$30.8M 0.02% 312
2017
Q1 		$137M Sell
469,900
-144,400
-24% -$40.1M 0.04% 264
2016
Q4 		$174M Hold
614,300
– – 0.06% 243
2016
Q3 		$158M Hold
614,300
– – 0.05% 242
2016
Q2 		$129M Hold
614,300
– – 0.04% 259
2016
Q1 		$97.4M Buy
614,300
+6,000
+1% +$815K 0.03% 281
2015
Q4 		$97.2M Buy
608,300
+156,000
+34% +$34.2M 0.03% 280
2015
Q3 		$85.3M Buy
452,300
+95,500
+27% +$18.9M 0.03% 302
2015
Q2 		$89.8M Sell
356,800
-30,000
-8% -$8.56M 0.03% 304
2015
Q1 		$101M Buy
386,800
+264,575
+216% +$60.1M 0.03% 298
2014
Q4 		$25.3M Buy
+122,225
New +$37M 0.01% 385

Other funds holding VTLE

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Capital Research Global Investors's VTLE Position: Q4 2017 in Review

Capital Research Global Investors sold out of Vital Energy (VTLE) in Q4 2017, closing a stake of 62,000 shares — an estimated $16M sold.

Capital Research Global Investors first reported a position in VTLE in Q4 2014 and held it in 12 quarters. The position peaked at $174M in Q4 2016. 167 funds tracked by Wall St. Rank hold VTLE as of Q4 2017.

  • Capital Research Global Investors reported no remaining Vital Energy position as of Q4 2017 after selling out during the quarter.
  • Capital Research Global Investors sold 62,000 Vital Energy shares in Q4 2017, an estimated $16M.
  • Capital Research Global Investors first reported a position in Vital Energy in Q4 2014 and held it in 12 quarters.
  • Capital Research Global Investors's Vital Energy position peaked at $174M in Q4 2016.
  • 167 funds tracked by Wall St. Rank held Vital Energy as of Q4 2017.

Based on Capital Research Global Investors's 13F filing for Q4 2017, filed 14 Feb 2018.