LWS
NBL

Lucia Wealth Services’s Noble Energy, Inc. NBL Stock Holding History

Lucia Wealth Services’s Portfolio NBL Stock Details NBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-59,238
Closed -$1.79M – 232
2018
Q1 		$1.79M Buy
59,238
+25,909
+78% +$780K 0.58% 65
2017
Q4 		$971K Buy
+33,329
New +$912K 0.43% 59

Other funds holding NBL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Lucia Wealth Services's NBL Position: Q2 2018 in Review

Lucia Wealth Services sold out of Noble Energy, Inc. (NBL) in Q2 2018, closing a stake of 59,238 shares — an estimated $1.79M sold.

Lucia Wealth Services first reported a position in NBL in Q4 2017 and held it in 2 quarters. The position peaked at $1.79M in Q1 2018. 550 funds tracked by Wall St. Rank hold NBL as of Q2 2018.

  • Lucia Wealth Services reported no remaining Noble Energy, Inc. position as of Q2 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 59,238 Noble Energy, Inc. shares in Q2 2018, an estimated $1.79M.
  • Lucia Wealth Services first reported a position in Noble Energy, Inc. in Q4 2017 and held it in 2 quarters.
  • Lucia Wealth Services's Noble Energy, Inc. position peaked at $1.79M in Q1 2018.
  • 550 funds tracked by Wall St. Rank held Noble Energy, Inc. as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.