EWM
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Edge Wealth Management’s Vistra VST Stock Holding History

Edge Wealth Management’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,486
Closed -$87K – 627
2018
Q3 		$87K Hold
3,486
– – 0.02% 209
2018
Q2 		$82K Hold
3,486
– – 0.02% 205
2018
Q1 		$73K Hold
3,486
– – 0.02% 193
2017
Q4 		$63K Buy
+3,486
New +$65.3K 0.02% 205

Other funds holding VST

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Edge Wealth Management's VST Position: Q4 2018 in Review

Edge Wealth Management sold out of Vistra (VST) in Q4 2018, closing a stake of 3,486 shares — an estimated $87K sold.

Edge Wealth Management first reported a position in VST in Q4 2017 and held it in 4 quarters. The position peaked at $87K in Q3 2018. 319 funds tracked by Wall St. Rank hold VST as of Q4 2018.

  • Edge Wealth Management reported no remaining Vistra position as of Q4 2018 after selling out during the quarter.
  • Edge Wealth Management sold 3,486 Vistra shares in Q4 2018, an estimated $87K.
  • Edge Wealth Management first reported a position in Vistra in Q4 2017 and held it in 4 quarters.
  • Edge Wealth Management's Vistra position peaked at $87K in Q3 2018.
  • 319 funds tracked by Wall St. Rank held Vistra as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.