EWM
VTLE

Evercore Wealth Management’s Vital Energy VTLE Stock Holding History

Evercore Wealth Management’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-28
Closed -$8K – 1040
2017
Q1 		$8K Buy
+28
New +$7.78K ﹤0.01% 845
2015
Q3 		– Sell
-47
Closed -$12K – 1054
2015
Q2 		$12K Hold
47
– – ﹤0.01% 876
2015
Q1 		$12K Hold
47
– – ﹤0.01% 855
2014
Q4 		$10K Hold
47
– – ﹤0.01% 747
2014
Q3 		$21K Hold
47
– – ﹤0.01% 731
2014
Q2 		$29K Buy
47
+11
+31% +$6.24K ﹤0.01% 686
2014
Q1 		$18K Buy
36
+15
+71% +$7.67K ﹤0.01% 758
2013
Q4 		$11K Buy
21
+13
+163% +$7.63K ﹤0.01% 754
2013
Q3 		$4K Buy
+8
New +$3.91K ﹤0.01% 914

Other funds holding VTLE

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Evercore Wealth Management's VTLE Position: Q2 2017 in Review

Evercore Wealth Management sold out of Vital Energy (VTLE) in Q2 2017, closing a stake of 28 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in VTLE in Q3 2013 and held it in 9 quarters. The position peaked at $29K in Q2 2014. 166 funds tracked by Wall St. Rank hold VTLE as of Q2 2017.

  • Evercore Wealth Management reported no remaining Vital Energy position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 28 Vital Energy shares in Q2 2017, an estimated $8K.
  • Evercore Wealth Management first reported a position in Vital Energy in Q3 2013 and held it in 9 quarters.
  • Evercore Wealth Management's Vital Energy position peaked at $29K in Q2 2014.
  • 166 funds tracked by Wall St. Rank held Vital Energy as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.