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MYCIO Wealth Partners’s Devon Energy DVN Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-465
Closed -$21K – 329
2016
Q3 		$21K Buy
465
+400
+615% +$16.2K ﹤0.01% 468
2016
Q2 		$2K Hold
65
– – ﹤0.01% 877
2016
Q1 		$2K Buy
65
+25
+63% +$609 ﹤0.01% 699
2015
Q4 		$1K Hold
40
– – ﹤0.01% 694
2015
Q3 		$1K Hold
40
– – ﹤0.01% 801
2015
Q2 		$2K Hold
40
– – ﹤0.01% 656
2015
Q1 		$2K Hold
40
– – ﹤0.01% 608
2014
Q4 		$2K Buy
40
+20
+100% +$1.21K ﹤0.01% 580
2014
Q3 		$1K Buy
20
+10
+100% +$744 ﹤0.01% 597
2014
Q2 		$1K Buy
+10
New +$727 ﹤0.01% 606

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

MYCIO Wealth Partners's DVN Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Devon Energy (DVN) in Q4 2016, closing a stake of 465 shares — an estimated $21K sold.

MYCIO Wealth Partners first reported a position in DVN in Q2 2014 and held it in 10 quarters. The position peaked at $21K in Q3 2016. 784 funds tracked by Wall St. Rank hold DVN as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Devon Energy position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 465 Devon Energy shares in Q4 2016, an estimated $21K.
  • MYCIO Wealth Partners first reported a position in Devon Energy in Q2 2014 and held it in 10 quarters.
  • MYCIO Wealth Partners's Devon Energy position peaked at $21K in Q3 2016.
  • 784 funds tracked by Wall St. Rank held Devon Energy as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.