KT
PDCE

Kanaly Trust’s PDC Energy, Inc. PDCE Stock Holding History

Kanaly Trust’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
Q4 		– Sell
-34
Closed -$2K – 954
2016
Q3 		$2K Buy
+34
New +$2.06K ﹤0.01% 821
2015
Q3 		– Sell
-36
Closed -$2K – 912
2015
Q2 		$2K Buy
+36
New +$2.03K ﹤0.01% 797

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kanaly Trust's PDCE Position: Q4 2016 in Review

Kanaly Trust sold out of PDC Energy, Inc. (PDCE) in Q4 2016, closing a stake of 34 shares — an estimated $2K sold.

Kanaly Trust first reported a position in PDCE in Q2 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 289 funds tracked by Wall St. Rank hold PDCE as of Q4 2016.

  • Kanaly Trust reported no remaining PDC Energy, Inc. position as of Q4 2016 after selling out during the quarter.
  • Kanaly Trust sold 34 PDC Energy, Inc. shares in Q4 2016, an estimated $2K.
  • Kanaly Trust first reported a position in PDC Energy, Inc. in Q2 2015 and held it in 2 quarters.
  • Kanaly Trust's PDC Energy, Inc. position peaked at $2K in Q3 2016.
  • 289 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.