PFG
REI icon

Pacific Financial Group’s Ring Energy REI Stock Holding History

Pacific Financial Group’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-9,433
Closed -$6K – 105
2020
Q3 		$6K Buy
+9,433
New +$8.94K ﹤0.01% 87

Other funds holding REI

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Pacific Financial Group's REI Position: Q4 2020 in Review

Pacific Financial Group sold out of Ring Energy (REI) in Q4 2020, closing a stake of 9,433 shares — an estimated $6K sold.

Pacific Financial Group first reported a position in REI in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 56 funds tracked by Wall St. Rank hold REI as of Q4 2020.

  • Pacific Financial Group reported no remaining Ring Energy position as of Q4 2020 after selling out during the quarter.
  • Pacific Financial Group sold 9,433 Ring Energy shares in Q4 2020, an estimated $6K.
  • Pacific Financial Group first reported a position in Ring Energy in Q3 2020 and held it in 1 quarter.
  • Pacific Financial Group's Ring Energy position peaked at $6K in Q3 2020.
  • 56 funds tracked by Wall St. Rank held Ring Energy as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.