PA
PDCE

Pinnacle Associates’s PDC Energy, Inc. PDCE Stock Holding History

Pinnacle Associates’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
-3,282
Closed -$233K – 839
2023
Q2 		$233K Buy
+3,282
New +$222K ﹤0.01% 740
2018
Q3 		– Sell
-35,000
Closed -$2.12M – 726
2018
Q2 		$2.12M Buy
35,000
+1,500
+4% +$86.4K 0.04% 300
2018
Q1 		$1.64M Sell
33,500
-650
-2% -$34.2K 0.03% 338
2017
Q4 		$1.76M Buy
+34,150
New +$1.62M 0.03% 322

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

Pinnacle Associates's PDCE Position: Q3 2023 in Review

Pinnacle Associates sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 3,282 shares — an estimated $233K sold.

Pinnacle Associates first reported a position in PDCE in Q4 2017 and held it in 4 quarters. The position peaked at $2.12M in Q2 2018. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Pinnacle Associates reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Associates sold 3,282 PDC Energy, Inc. shares in Q3 2023, an estimated $233K.
  • Pinnacle Associates first reported a position in PDC Energy, Inc. in Q4 2017 and held it in 4 quarters.
  • Pinnacle Associates's PDC Energy, Inc. position peaked at $2.12M in Q2 2018.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Pinnacle Associates's 13F filing for Q3 2023, filed 24 Oct 2023.