GCA
VTLE

Gideon Capital Advisors’s Vital Energy VTLE Stock Holding History

Gideon Capital Advisors’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
Q4 		– Sell
-775
Closed -$200K – 412
2017
Q3 		$200K Buy
+775
New +$188K 0.2% 261
2017
Q2 		– Sell
-2,292
Closed -$669K – 412
2017
Q1 		$669K Buy
2,292
+1,662
+264% +$462K 0.4% 51
2016
Q4 		$179K Buy
+630
New +$173K 0.11% 380

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Gideon Capital Advisors's VTLE Position: Q4 2017 in Review

Gideon Capital Advisors sold out of Vital Energy (VTLE) in Q4 2017, closing a stake of 775 shares — an estimated $200K sold.

Gideon Capital Advisors first reported a position in VTLE in Q4 2016 and held it in 3 quarters. The position peaked at $669K in Q1 2017. 167 funds tracked by Wall St. Rank hold VTLE as of Q4 2017.

  • Gideon Capital Advisors reported no remaining Vital Energy position as of Q4 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 775 Vital Energy shares in Q4 2017, an estimated $200K.
  • Gideon Capital Advisors first reported a position in Vital Energy in Q4 2016 and held it in 3 quarters.
  • Gideon Capital Advisors's Vital Energy position peaked at $669K in Q1 2017.
  • 167 funds tracked by Wall St. Rank held Vital Energy as of Q4 2017.

Based on Gideon Capital Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.