MWAC
PDCE

Mariner Wealth Advisors (Cincinnati)’s PDC Energy, Inc. PDCE Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$467K Hold
9,545
– – 0.03% 202
2018
Q2 		$577K Hold
9,545
– – 0.03% 170
2018
Q1 		$468K Buy
+9,545
New +$503K 0.03% 196

Other funds holding PDCE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s PDCE Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its PDC Energy, Inc. (PDCE) position steady in Q3 2018 at 9,545 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #202.

Mariner Wealth Advisors (Cincinnati) first reported a position in PDCE in Q1 2018 and has held it in 3 quarters since. The position peaked at $577K in Q2 2018. 253 funds tracked by Wall St. Rank hold PDCE as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 9,545 shares of PDC Energy, Inc. worth $467K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) left its PDC Energy, Inc. share count unchanged in Q3 2018.
  • PDC Energy, Inc. made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #202 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in PDC Energy, Inc. in Q1 2018 and has held it in 3 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s PDC Energy, Inc. position peaked at $577K in Q2 2018.
  • 253 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.