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JFS Wealth Advisors’s Vaalco Energy EGY Stock Holding History

JFS Wealth Advisors’s Portfolio EGY Stock Details EGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,360
Closed -$3K – 525
2019
Q3 		$3K Hold
1,360
– – ﹤0.01% 430
2019
Q2 		$2K Buy
+1,360
New +$2.66K ﹤0.01% 432

Other funds holding EGY

TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
WIM
Wilen Investment Management Bonita Springs, Florida $98.1M AUM 2.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

JFS Wealth Advisors's EGY Position: Q4 2019 in Review

JFS Wealth Advisors sold out of Vaalco Energy (EGY) in Q4 2019, closing a stake of 1,360 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in EGY in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 71 funds tracked by Wall St. Rank hold EGY as of Q4 2019.

  • JFS Wealth Advisors reported no remaining Vaalco Energy position as of Q4 2019 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,360 Vaalco Energy shares in Q4 2019, an estimated $3K.
  • JFS Wealth Advisors first reported a position in Vaalco Energy in Q2 2019 and held it in 2 quarters.
  • JFS Wealth Advisors's Vaalco Energy position peaked at $3K in Q3 2019.
  • 71 funds tracked by Wall St. Rank held Vaalco Energy as of Q4 2019.

Based on JFS Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.