FPFS
PDCE

First Personal Financial Services’s PDC Energy, Inc. PDCE Stock Holding History

First Personal Financial Services’s Portfolio PDCE Stock Details PDCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-950
Closed -$49K – 1085
2017
Q4 		$49K Hold
950
– – 0.01% 483
2017
Q3 		$47K Hold
950
– – 0.01% 439
2017
Q2 		$41K Hold
950
– – 0.01% 461
2017
Q1 		$59K Hold
950
– – 0.01% 366
2016
Q4 		$69K Buy
+950
New +$65.3K 0.02% 330

Other funds holding PDCE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Personal Financial Services's PDCE Position: Q1 2018 in Review

First Personal Financial Services sold out of PDC Energy, Inc. (PDCE) in Q1 2018, closing a stake of 950 shares — an estimated $49K sold.

First Personal Financial Services first reported a position in PDCE in Q4 2016 and held it in 5 quarters. The position peaked at $69K in Q4 2016. 245 funds tracked by Wall St. Rank hold PDCE as of Q1 2018.

  • First Personal Financial Services reported no remaining PDC Energy, Inc. position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 950 PDC Energy, Inc. shares in Q1 2018, an estimated $49K.
  • First Personal Financial Services first reported a position in PDC Energy, Inc. in Q4 2016 and held it in 5 quarters.
  • First Personal Financial Services's PDC Energy, Inc. position peaked at $69K in Q4 2016.
  • 245 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.