EWM
DVN icon

Elite Wealth Management’s Devon Energy DVN Stock Holding History

Elite Wealth Management’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-300
Closed -$20K – 162
2014
Q3 		$20K Hold
300
– – 0.02% 194
2014
Q2 		$24K Hold
300
– – 0.02% 159
2014
Q1 		$20K Hold
300
– – 0.02% 195
2013
Q4 		$19K Buy
+300
New +$18.4K 0.01% 280

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Elite Wealth Management's DVN Position: Q4 2014 in Review

Elite Wealth Management sold out of Devon Energy (DVN) in Q4 2014, closing a stake of 300 shares — an estimated $20K sold.

Elite Wealth Management first reported a position in DVN in Q4 2013 and held it in 4 quarters. The position peaked at $24K in Q2 2014. 878 funds tracked by Wall St. Rank hold DVN as of Q4 2014.

  • Elite Wealth Management reported no remaining Devon Energy position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 300 Devon Energy shares in Q4 2014, an estimated $20K.
  • Elite Wealth Management first reported a position in Devon Energy in Q4 2013 and held it in 4 quarters.
  • Elite Wealth Management's Devon Energy position peaked at $24K in Q2 2014.
  • 878 funds tracked by Wall St. Rank held Devon Energy as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.