Patriot Financial Group Insurance Agency’s Obsidian Energy OBE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio OBE Stock Details OBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-85	Closed	–	–	1680
2019 Q4	$0	Hold	85	–	–	﹤0.01%	1407
2019 Q3	$0	Buy	85 +14	+20%	+$14	﹤0.01%	1417
2019 Q2	$1K	Hold	71	–	–	﹤0.01%	1291
2019 Q1	$0	Hold	71	–	–	﹤0.01%	1288
2018 Q4	$0	Hold	71	–	–	﹤0.01%	1079
2018 Q3	$1K	Buy	+71	New	+$507	﹤0.01%	925

Other funds holding OBE

PCM

Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACM

Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PCAP

Pratt Collard Advisory Partners Buffalo, New York $150M AUM 51.02% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OBE Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Obsidian Energy (OBE) in Q1 2020, closing a stake of 85 shares.

Patriot Financial Group Insurance Agency first reported a position in OBE in Q3 2018 and held it in 6 quarters. The position peaked at $1K in Q2 2019. 54 funds tracked by Wall St. Rank hold OBE as of Q1 2020.

Patriot Financial Group Insurance Agency reported no remaining Obsidian Energy position as of Q1 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 85 Obsidian Energy shares in Q1 2020.
Patriot Financial Group Insurance Agency first reported a position in Obsidian Energy in Q3 2018 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Obsidian Energy position peaked at $1K in Q2 2019.
54 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.