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Cavalier Investments’s VOC Energy VOC Stock Holding History

Cavalier Investments’s Portfolio VOC Stock Details VOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-16,379
Closed -$87K – 148
2019
Q3 		$87K Hold
16,379
– – 0.04% 114
2019
Q2 		$83K Buy
16,379
+1,000
+7% +$5.44K 0.03% 109
2019
Q1 		$88K Buy
+15,379
New +$74.6K 0.04% 117

Other funds holding VOC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Cavalier Investments's VOC Position: Q4 2019 in Review

Cavalier Investments sold out of VOC Energy (VOC) in Q4 2019, closing a stake of 16,379 shares — an estimated $87K sold.

Cavalier Investments first reported a position in VOC in Q1 2019 and held it in 3 quarters. The position peaked at $88K in Q1 2019. 25 funds tracked by Wall St. Rank hold VOC as of Q4 2019.

  • Cavalier Investments reported no remaining VOC Energy position as of Q4 2019 after selling out during the quarter.
  • Cavalier Investments sold 16,379 VOC Energy shares in Q4 2019, an estimated $87K.
  • Cavalier Investments first reported a position in VOC Energy in Q1 2019 and held it in 3 quarters.
  • Cavalier Investments's VOC Energy position peaked at $88K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held VOC Energy as of Q4 2019.

Based on Cavalier Investments's 13F filing for Q4 2019, filed 6 Feb 2020.