M&R Capital Management’s PDC Energy, Inc. PDCE Stock Holding History

M&R Capital Management’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
2023 Q3	–	Sell	-27	Closed	-$1.92K	–	632
2023 Q2	$1.92K	Hold	27	–	–	﹤0.01%	542
2023 Q1	$1.73K	Hold	27	–	–	﹤0.01%	540
2022 Q4	$1.71K	Buy	+27	New	+$1.88K	﹤0.01%	504

Other funds holding PDCE

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

M&R Capital Management's PDCE Position: Q3 2023 in Review

M&R Capital Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 27 shares — an estimated $1.92K sold.

M&R Capital Management first reported a position in PDCE in Q4 2022 and held it in 3 quarters. The position peaked at $1.92K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

M&R Capital Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
M&R Capital Management sold 27 PDC Energy, Inc. shares in Q3 2023, an estimated $1.92K.
M&R Capital Management first reported a position in PDC Energy, Inc. in Q4 2022 and held it in 3 quarters.
M&R Capital Management's PDC Energy, Inc. position peaked at $1.92K in Q2 2023.
4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on M&R Capital Management's 13F filing for Q3 2023, filed 10 Oct 2023.