JIC
PDCE

Joel Isaacson & Co’s PDC Energy, Inc. PDCE Stock Holding History

Joel Isaacson & Co’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
2016
Q1 		– Sell
-76
Closed -$4K – 800
2015
Q4 		$4K Buy
+76
New +$4.37K ﹤0.01% 642

Other funds holding PDCE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
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
BCM
Brenham Capital Management Dallas, Texas $660M AUM 70.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Joel Isaacson & Co's PDCE Position: Q1 2016 in Review

Joel Isaacson & Co sold out of PDC Energy, Inc. (PDCE) in Q1 2016, closing a stake of 76 shares — an estimated $4K sold.

Joel Isaacson & Co first reported a position in PDCE in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 256 funds tracked by Wall St. Rank hold PDCE as of Q1 2016.

  • Joel Isaacson & Co reported no remaining PDC Energy, Inc. position as of Q1 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 76 PDC Energy, Inc. shares in Q1 2016, an estimated $4K.
  • Joel Isaacson & Co first reported a position in PDC Energy, Inc. in Q4 2015 and held it in 1 quarter.
  • Joel Isaacson & Co's PDC Energy, Inc. position peaked at $4K in Q4 2015.
  • 256 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q1 2016.

Based on Joel Isaacson & Co's 13F filing for Q1 2016, filed 18 Apr 2016.