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Coe Capital Management’s PEDEVCO PED Stock Holding History

Coe Capital Management’s Portfolio PED Stock Details PED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-613
Closed -$249K – 218
2014
Q2 		$249K Sell
613
-1,048
-63% -$429K 0.09% 188
2014
Q1 		$684K Buy
+1,661
New +$771K 0.2% 151

Other funds holding PED

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
PSI
Pinnacle Summer Investments Fairfax, Virginia $678M AUM 9.54% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coe Capital Management's PED Position: Q3 2014 in Review

Coe Capital Management sold out of PEDEVCO (PED) in Q3 2014, closing a stake of 613 shares — an estimated $249K sold.

Coe Capital Management first reported a position in PED in Q1 2014 and held it in 2 quarters. The position peaked at $684K in Q1 2014. 17 funds tracked by Wall St. Rank hold PED as of Q3 2014.

  • Coe Capital Management reported no remaining PEDEVCO position as of Q3 2014 after selling out during the quarter.
  • Coe Capital Management sold 613 PEDEVCO shares in Q3 2014, an estimated $249K.
  • Coe Capital Management first reported a position in PEDEVCO in Q1 2014 and held it in 2 quarters.
  • Coe Capital Management's PEDEVCO position peaked at $684K in Q1 2014.
  • 17 funds tracked by Wall St. Rank held PEDEVCO as of Q3 2014.

Based on Coe Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.