Moody National Bank Trust Division’s PDC Energy, Inc. PDCE Stock Holding History

Moody National Bank Trust Division’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	-5,137	Closed	-$365K	–	637
2023 Q2	$365K	Hold	5,137	–	–	0.03%	463
2023 Q1	$330K	Buy	5,137 +1,119	+28%	+$72.4K	0.03%	483
2022 Q4	$255K	Buy	4,018 +49	+1%	+$3.42K	0.02%	522
2022 Q3	$229K	Buy	+3,969	New	+$244K	0.02%	537
2019 Q2	–	Sell	-128	Closed	-$5K	–	1039
2019 Q1	$5K	Sell	128 -41	-24%	-$1.5K	﹤0.01%	985
2018 Q4	$5K	Buy	+169	New	+$6.79K	﹤0.01%	868

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 $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

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

Moody National Bank Trust Division's PDCE Position: Q3 2023 in Review

Moody National Bank Trust Division sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 5,137 shares — an estimated $365K sold.

Moody National Bank Trust Division first reported a position in PDCE in Q4 2018 and held it in 6 quarters. The position peaked at $365K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

Moody National Bank Trust Division reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 5,137 PDC Energy, Inc. shares in Q3 2023, an estimated $365K.
Moody National Bank Trust Division first reported a position in PDC Energy, Inc. in Q4 2018 and held it in 6 quarters.
Moody National Bank Trust Division's PDC Energy, Inc. position peaked at $365K in Q2 2023.
4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Moody National Bank Trust Division's 13F filing for Q3 2023, filed 12 Oct 2023.