EWM
PVA

Edge Wealth Management’s PENN VIRGINIA CORP PVA Stock Holding History

Edge Wealth Management’s Portfolio PVA Stock Details PVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-950
Closed -$6K – 384
2013
Q3 		$6K Hold
950
– – ﹤0.01% 265
2013
Q2 		$4K Buy
+950
New +$4.19K ﹤0.01% 272

Other funds holding PVA

SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Edge Wealth Management's PVA Position: Q4 2013 in Review

Edge Wealth Management sold out of PENN VIRGINIA CORP (PVA) in Q4 2013, closing a stake of 950 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in PVA in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q3 2013. 163 funds tracked by Wall St. Rank hold PVA as of Q4 2013.

  • Edge Wealth Management reported no remaining PENN VIRGINIA CORP position as of Q4 2013 after selling out during the quarter.
  • Edge Wealth Management sold 950 PENN VIRGINIA CORP shares in Q4 2013, an estimated $6K.
  • Edge Wealth Management first reported a position in PENN VIRGINIA CORP in Q2 2013 and held it in 2 quarters.
  • Edge Wealth Management's PENN VIRGINIA CORP position peaked at $6K in Q3 2013.
  • 163 funds tracked by Wall St. Rank held PENN VIRGINIA CORP as of Q4 2013.

Based on Edge Wealth Management's 13F filing for Q4 2013, filed 16 Jan 2014.