EWM
MPO

Edge Wealth Management’s MIDSTATES PETE CO INC COM NEW MPO Stock Holding History

Edge Wealth Management’s Portfolio MPO Stock Details MPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-200
Closed -$14K – 448
2014
Q2 		$14K Sell
200
-250
-56% -$14.7K 0.01% 270
2014
Q1 		$24K Sell
450
-600
-57% -$31.4K 0.01% 228
2013
Q4 		$70K Buy
1,050
+200
+24% +$11.6K 0.03% 146
2013
Q3 		$44K Buy
+850
New +$45.2K 0.03% 153

Other funds holding MPO

FRGX
First Reserve GP XII Stamford, Connecticut $3.16M AUM 24.66% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return

Edge Wealth Management's MPO Position: Q3 2014 in Review

Edge Wealth Management sold out of MIDSTATES PETE CO INC COM NEW (MPO) in Q3 2014, closing a stake of 200 shares — an estimated $14K sold.

Edge Wealth Management first reported a position in MPO in Q3 2013 and held it in 4 quarters. The position peaked at $70K in Q4 2013. 83 funds tracked by Wall St. Rank hold MPO as of Q3 2014.

  • Edge Wealth Management reported no remaining MIDSTATES PETE CO INC COM NEW position as of Q3 2014 after selling out during the quarter.
  • Edge Wealth Management sold 200 MIDSTATES PETE CO INC COM NEW shares in Q3 2014, an estimated $14K.
  • Edge Wealth Management first reported a position in MIDSTATES PETE CO INC COM NEW in Q3 2013 and held it in 4 quarters.
  • Edge Wealth Management's MIDSTATES PETE CO INC COM NEW position peaked at $70K in Q4 2013.
  • 83 funds tracked by Wall St. Rank held MIDSTATES PETE CO INC COM NEW as of Q3 2014.

Based on Edge Wealth Management's 13F filing for Q3 2014, filed 7 Oct 2014.