Mosaic Family Wealth’s Devon Energy DVN Stock Holding History

Mosaic Family Wealth’s Portfolio DVN Stock Details DVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-700	Closed	-$26K	–	738
2017 Q3	$26K	Buy	+700	New	+$22.7K	0.01%	434

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Mosaic Family Wealth's DVN Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Devon Energy (DVN) in Q4 2017, closing a stake of 700 shares — an estimated $26K sold.

Mosaic Family Wealth first reported a position in DVN in Q3 2017 and held it in 1 quarter. The position peaked at $26K in Q3 2017. 786 funds tracked by Wall St. Rank hold DVN as of Q4 2017.

Mosaic Family Wealth reported no remaining Devon Energy position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 700 Devon Energy shares in Q4 2017, an estimated $26K.
Mosaic Family Wealth first reported a position in Devon Energy in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Devon Energy position peaked at $26K in Q3 2017.
786 funds tracked by Wall St. Rank held Devon Energy as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.