Gary Goldberg Planning Services’s Devon Energy DVN Stock Holding History

Gary Goldberg Planning Services’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	$34K	Sell	558 -29	-5%	-$1.76K	0.01%	257
2014 Q3	$40K	Buy	587 +387	+194%	+$28.8K	0.02%	258
2014 Q2	$16K	Hold	200	–	–	0.01%	308
2014 Q1	$13K	Hold	200	–	–	0.01%	307
2013 Q4	$12K	Sell	200 -50	-20%	-$3.06K	0.01%	277
2013 Q3	$14K	Hold	250	–	–	0.01%	267
2013 Q2	$13K	Buy	+250	New	+$13.9K	0.01%	278

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Gary Goldberg Planning Services's DVN Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Devon Energy (DVN) stake by 4.9% in Q4 2014, selling an estimated $1.76K and leaving 558 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #257.

Gary Goldberg Planning Services first reported a position in DVN in Q2 2013 and has held it in 7 quarters since. The position peaked at $40K in Q3 2014. 878 funds tracked by Wall St. Rank hold DVN as of Q4 2014.

Gary Goldberg Planning Services held 558 shares of Devon Energy worth $34K as of Q4 2014.
Gary Goldberg Planning Services sold 29 Devon Energy shares in Q4 2014, an estimated $1.76K.
Devon Energy made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #257 holding.
Gary Goldberg Planning Services first reported a position in Devon Energy in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Devon Energy position peaked at $40K in Q3 2014.
878 funds tracked by Wall St. Rank held Devon Energy as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.