MSFP
PDCE

Mark Sheptoff Financial Planning’s PDC Energy, Inc. PDCE Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q2 		– Sell
-100
Closed -$5K – 407
2015
Q1 		$5K Buy
+100
New +$4.84K ﹤0.01% 292

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's PDCE Position: Q2 2015 in Review

Mark Sheptoff Financial Planning sold out of PDC Energy, Inc. (PDCE) in Q2 2015, closing a stake of 100 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in PDCE in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 252 funds tracked by Wall St. Rank hold PDCE as of Q2 2015.

  • Mark Sheptoff Financial Planning reported no remaining PDC Energy, Inc. position as of Q2 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 PDC Energy, Inc. shares in Q2 2015, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in PDC Energy, Inc. in Q1 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's PDC Energy, Inc. position peaked at $5K in Q1 2015.
  • 252 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2015, filed 5 Aug 2015.