OFW
PDCE

Omnia Family Wealth’s PDC Energy, Inc. PDCE Stock Holding History

Omnia Family Wealth’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
2018
Q4 		– Sell
-53
Closed -$3K – 613
2018
Q3 		$3K Hold
53
– – ﹤0.01% 401
2018
Q2 		$3K Hold
53
– – ﹤0.01% 381
2018
Q1 		$3K Hold
53
– – ﹤0.01% 393
2017
Q4 		$3K Hold
53
– – ﹤0.01% 394
2017
Q3 		$3K Buy
+53
New +$2.28K ﹤0.01% 413

Other funds holding PDCE

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Omnia Family Wealth's PDCE Position: Q4 2018 in Review

Omnia Family Wealth sold out of PDC Energy, Inc. (PDCE) in Q4 2018, closing a stake of 53 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in PDCE in Q3 2017 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 210 funds tracked by Wall St. Rank hold PDCE as of Q4 2018.

  • Omnia Family Wealth reported no remaining PDC Energy, Inc. position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 53 PDC Energy, Inc. shares in Q4 2018, an estimated $3K.
  • Omnia Family Wealth first reported a position in PDC Energy, Inc. in Q3 2017 and held it in 5 quarters.
  • Omnia Family Wealth's PDC Energy, Inc. position peaked at $3K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.