MCIA
DVN icon

Mountain Capital Investment Advisors’s Devon Energy DVN Stock Holding History

Mountain Capital Investment Advisors’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
Q3 		– Sell
-113
Closed -$4K – 511
2017
Q2 		$4K Buy
+113
New +$4.13K ﹤0.01% 390

Other funds holding DVN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mountain Capital Investment Advisors's DVN Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Devon Energy (DVN) in Q3 2017, closing a stake of 113 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in DVN in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 720 funds tracked by Wall St. Rank hold DVN as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Devon Energy position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 113 Devon Energy shares in Q3 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in Devon Energy in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Devon Energy position peaked at $4K in Q2 2017.
  • 720 funds tracked by Wall St. Rank held Devon Energy as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.