CWM
PDCE

Cornerstone Wealth Management’s PDC Energy, Inc. PDCE Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-14,412
Closed -$300K – 1224
2018
Q3 		$300K Sell
14,412
-3,237
-18% -$179K ﹤0.01% 1072
2018
Q2 		$300K Buy
+17,649
New +$1.02M ﹤0.01% 1199

Other funds holding PDCE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cornerstone Wealth Management's PDCE Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q4 2018, closing a stake of 14,412 shares — an estimated $300K sold.

Cornerstone Wealth Management first reported a position in PDCE in Q2 2018 and held it in 2 quarters. The position peaked at $300K in Q3 2018. 210 funds tracked by Wall St. Rank hold PDCE as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining PDC Energy, Inc. position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 14,412 PDC Energy, Inc. shares in Q4 2018, an estimated $300K.
  • Cornerstone Wealth Management first reported a position in PDC Energy, Inc. in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's PDC Energy, Inc. position peaked at $300K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.