Northwestern Mutual Wealth Management
PDCE

Northwestern Mutual Wealth Management’s PDC Energy, Inc. PDCE Stock Holding History

Northwestern Mutual Wealth Management’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
-683
Closed -$48.6K – 3601
2023
Q2 		$48.6K Buy
683
+21
+3% +$1.42K ﹤0.01% 1992
2023
Q1 		$42.5K Buy
662
+203
+44% +$13.1K ﹤0.01% 1996
2022
Q4 		$29.1K Buy
459
+442
+2,600% +$30.8K ﹤0.01% 2112
2022
Q3 		$1K Buy
17
+2
+13% +$123 ﹤0.01% 3050
2022
Q2 		$1K Buy
+15
New +$1.09K ﹤0.01% 3116
2019
Q4 		– Sell
-100
Closed -$3K – 2677
2019
Q3 		$3K Buy
+100
New +$3K ﹤0.01% 2231
2018
Q4 		– Sell
-71
Closed -$3K – 2706
2018
Q3 		$3K Buy
+71
New +$3.94K ﹤0.01% 2241
2017
Q1 		– Sell
-16
Closed -$1K – 2486
2016
Q4 		$1K Buy
+16
New +$1.1K ﹤0.01% 2274
2016
Q3 		– Sell
-50
Closed -$3K – 1644
2016
Q2 		$3K Buy
50
+15
+43% +$890 ﹤0.01% 1782
2016
Q1 		$2K Buy
+35
New +$1.83K ﹤0.01% 1923
2014
Q1 		– Sell
-41
Closed -$2K – 1492
2013
Q4 		$2K Buy
+41
New +$2.5K ﹤0.01% 1259

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's PDCE Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 683 shares — an estimated $48.6K sold.

Northwestern Mutual Wealth Management first reported a position in PDCE in Q4 2013 and held it in 11 quarters. The position peaked at $48.6K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 683 PDC Energy, Inc. shares in Q3 2023, an estimated $48.6K.
  • Northwestern Mutual Wealth Management first reported a position in PDC Energy, Inc. in Q4 2013 and held it in 11 quarters.
  • Northwestern Mutual Wealth Management's PDC Energy, Inc. position peaked at $48.6K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.