Frontier Wealth Management’s VOC Energy VOC Stock Holding History

Frontier Wealth Management’s Portfolio VOC Stock Details VOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-10,179	Closed	-$54K	–	327
2019 Q3	$54K	Buy	10,179 +12	+0.1%	+$63	0.01%	302
2019 Q2	$52K	Buy	10,167 +8	+0.1%	+$44	0.01%	300
2019 Q1	$58K	Buy	10,159 +9	+0.1%	+$44	0.01%	357
2018 Q4	$37K	Buy	10,150 +13	+0.1%	+$59	0.01%	357
2018 Q3	$55K	Buy	10,137 +9	+0.1%	+$51	0.01%	386
2018 Q2	$54K	Buy	10,128 +8	+0.1%	+$40	0.01%	376
2018 Q1	$41K	Buy	10,120 +5	+0%	+$26	0.01%	384
2017 Q4	$60K	Buy	10,115 +5	+0%	+$21	0.01%	342
2017 Q3	$38K	Buy	10,110 +7	+0.1%	+$27	0.01%	387
2017 Q2	$43K	Buy	10,103 +10	+0.1%	+$44	0.01%	382
2017 Q1	$35K	Buy	10,093 +4	+0%	+$14	0.01%	394
2016 Q4	$32K	Buy	10,089 +7	+0.1%	+$22	0.01%	393
2016 Q3	$30K	Buy	10,082 +6	+0.1%	+$19	﹤0.01%	364
2016 Q2	$33K	Buy	10,076 +3	+0%	+$9	0.01%	329
2016 Q1	$27K	Buy	10,073 +3	+0%	+$8	﹤0.01%	347
2015 Q4	$25K	Buy	10,070 +5	+0%	+$18	﹤0.01%	348
2015 Q3	$37K	Buy	10,065 +5	+0%	+$22	0.01%	341
2015 Q2	$57K	Buy	10,060 +5	+0%	+$29	0.01%	339
2015 Q1	$51K	Buy	+10,055	New	+$52.9K	0.01%	305

Other funds holding VOC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

SIC

Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Frontier Wealth Management's VOC Position: Q4 2019 in Review

Frontier Wealth Management sold out of VOC Energy (VOC) in Q4 2019, closing a stake of 10,179 shares — an estimated $54K sold.

Frontier Wealth Management first reported a position in VOC in Q1 2015 and held it in 19 quarters. The position peaked at $60K in Q4 2017. 25 funds tracked by Wall St. Rank hold VOC as of Q4 2019.

Frontier Wealth Management reported no remaining VOC Energy position as of Q4 2019 after selling out during the quarter.
Frontier Wealth Management sold 10,179 VOC Energy shares in Q4 2019, an estimated $54K.
Frontier Wealth Management first reported a position in VOC Energy in Q1 2015 and held it in 19 quarters.
Frontier Wealth Management's VOC Energy position peaked at $60K in Q4 2017.
25 funds tracked by Wall St. Rank held VOC Energy as of Q4 2019.

Based on Frontier Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.