CFA
PVA

Capstone Financial Advisors’s PENN VIRGINIA CORP PVA Stock Holding History

Capstone Financial Advisors’s Portfolio PVA Stock Details PVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-30,000
Closed -$5K – 77
2016
Q1 		$5K Hold
30,000
– – ﹤0.01% 71
2015
Q4 		$9K Buy
30,000
+15,000
+100% +$8.78K ﹤0.01% 70
2015
Q3 		$8K Buy
+15,000
New +$22.9K ﹤0.01% 69

Other funds holding PVA

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return

Capstone Financial Advisors's PVA Position: Q2 2016 in Review

Capstone Financial Advisors sold out of PENN VIRGINIA CORP (PVA) in Q2 2016, closing a stake of 30,000 shares — an estimated $5K sold.

Capstone Financial Advisors first reported a position in PVA in Q3 2015 and held it in 3 quarters. The position peaked at $9K in Q4 2015. 4 funds tracked by Wall St. Rank hold PVA as of Q2 2016.

  • Capstone Financial Advisors reported no remaining PENN VIRGINIA CORP position as of Q2 2016 after selling out during the quarter.
  • Capstone Financial Advisors sold 30,000 PENN VIRGINIA CORP shares in Q2 2016, an estimated $5K.
  • Capstone Financial Advisors first reported a position in PENN VIRGINIA CORP in Q3 2015 and held it in 3 quarters.
  • Capstone Financial Advisors's PENN VIRGINIA CORP position peaked at $9K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held PENN VIRGINIA CORP as of Q2 2016.

Based on Capstone Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.