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O'Brien Wealth Partners’s Devon Energy DVN Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-100
Closed -$4K – 98
2018
Q3 		$4K Buy
+100
New +$4.25K ﹤0.01% 169
2018
Q2 		– Sell
-100
Closed -$3K – 121
2018
Q1 		$3K Buy
+100
New +$3.67K ﹤0.01% 157

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

O'Brien Wealth Partners's DVN Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Devon Energy (DVN) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

O'Brien Wealth Partners first reported a position in DVN in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 656 funds tracked by Wall St. Rank hold DVN as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Devon Energy position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 100 Devon Energy shares in Q4 2018, an estimated $4K.
  • O'Brien Wealth Partners first reported a position in Devon Energy in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Devon Energy position peaked at $4K in Q3 2018.
  • 656 funds tracked by Wall St. Rank held Devon Energy as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.