HGWM
PDCE

Harvest Group Wealth Management’s PDC Energy, Inc. PDCE Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-104
Closed -$2K – 1109
2019
Q4 		$2K Sell
104
-24
-19% -$576 ﹤0.01% 686
2019
Q3 		$4K Buy
128
+26
+25% +$780 ﹤0.01% 515
2019
Q2 		$3K Hold
102
– – ﹤0.01% 492
2019
Q1 		$4K Buy
+102
New +$3.72K ﹤0.01% 458

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's PDCE Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q1 2020, closing a stake of 104 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in PDCE in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 219 funds tracked by Wall St. Rank hold PDCE as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining PDC Energy, Inc. position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 104 PDC Energy, Inc. shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in PDC Energy, Inc. in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's PDC Energy, Inc. position peaked at $4K in Q3 2019.
  • 219 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.