Investors Capital Advisory Services’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$540K Buy
14,915
+4,677
+46% +$159K 0.1% 255
2016
Q1
$280K Buy
+10,238
New +$249K 0.06% 441
2014
Q3
Sell
-2,827
Closed -$224K 714
2014
Q2
$224K Sell
2,827
-200
-7% -$14.5K 0.04% 559
2014
Q1
$202K Buy
+3,027
New +$188K 0.04% 536

Other funds holding DVN

Investors Capital Advisory Services's DVN Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Devon Energy (DVN) stake by 46% in Q2 2016, buying an estimated $159K and bringing the position to 14,915 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #255.

Investors Capital Advisory Services first reported a position in DVN in Q1 2014 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold DVN as of Q2 2016.

  • Investors Capital Advisory Services held 14,915 shares of Devon Energy worth $540K as of Q2 2016.
  • Investors Capital Advisory Services bought 4,677 Devon Energy shares in Q2 2016, an estimated $159K.
  • Devon Energy made up 0.1% of Investors Capital Advisory Services's portfolio in Q2 2016, its #255 holding.
  • Investors Capital Advisory Services first reported a position in Devon Energy in Q1 2014 and has held it in 4 quarters since.
  • 748 funds tracked by Wall St. Rank held Devon Energy as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.