CI Investments Inc
PDCE

CI Investments Inc’s PDC Energy, Inc. PDCE Stock Holding History

CI Investments Inc’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
-665
Closed -$47K – 1362
2023
Q2 		$47K Sell
665
-4,135
-86% -$279K ﹤0.01% 966
2023
Q1 		$308K Buy
4,800
+773
+19% +$50K ﹤0.01% 519
2022
Q4 		$256K Sell
4,027
-368
-8% -$25.7K ﹤0.01% 556
2022
Q3 		$254K Sell
4,395
-490
-10% -$30.1K ﹤0.01% 542
2022
Q2 		$301K Sell
4,885
-2,657
-35% -$193K ﹤0.01% 530
2022
Q1 		$548K Sell
7,542
-2,146
-22% -$133K ﹤0.01% 525
2021
Q4 		$473K Sell
9,688
-1,921
-17% -$98.6K ﹤0.01% 595
2021
Q3 		$550K Sell
11,609
-2,784
-19% -$116K ﹤0.01% 584
2021
Q2 		$659K Sell
14,393
-1,788
-11% -$73K ﹤0.01% 567
2021
Q1 		$557K Buy
+16,181
New +$486K ﹤0.01% 525
2017
Q1 		– Sell
-49,400
Closed -$3.58M – 219
2016
Q4 		$3.58M Hold
49,400
– – 0.04% 149
2016
Q3 		$3.31M Buy
+49,400
New +$2.99M 0.04% 156

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CI Investments Inc's PDCE Position: Q3 2023 in Review

CI Investments Inc sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 665 shares — an estimated $47K sold.

CI Investments Inc first reported a position in PDCE in Q3 2016 and held it in 12 quarters. The position peaked at $3.58M in Q4 2016. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • CI Investments Inc reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • CI Investments Inc sold 665 PDC Energy, Inc. shares in Q3 2023, an estimated $47K.
  • CI Investments Inc first reported a position in PDC Energy, Inc. in Q3 2016 and held it in 12 quarters.
  • CI Investments Inc's PDC Energy, Inc. position peaked at $3.58M in Q4 2016.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on CI Investments Inc's 13F filing for Q3 2023, filed 13 Nov 2023.