PMFA
PDCE

Plante Moran Financial Advisors’s PDC Energy, Inc. PDCE Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-16
Closed -$1K – 999
2018
Q1 		$1K Buy
+16
New +$843 ﹤0.01% 932
2017
Q1 		– Sell
-32
Closed -$2K – 1062
2016
Q4 		$2K Hold
32
– – ﹤0.01% 883
2016
Q3 		$2K Hold
32
– – ﹤0.01% 867
2016
Q2 		$2K Hold
32
– – ﹤0.01% 827
2016
Q1 		$2K Buy
+32
New +$1.67K ﹤0.01% 768

Other funds holding PDCE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Plante Moran Financial Advisors's PDCE Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of PDC Energy, Inc. (PDCE) in Q2 2018, closing a stake of 16 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in PDCE in Q1 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 254 funds tracked by Wall St. Rank hold PDCE as of Q2 2018.

  • Plante Moran Financial Advisors reported no remaining PDC Energy, Inc. position as of Q2 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 16 PDC Energy, Inc. shares in Q2 2018, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in PDC Energy, Inc. in Q1 2016 and held it in 5 quarters.
  • Plante Moran Financial Advisors's PDC Energy, Inc. position peaked at $2K in Q4 2016.
  • 254 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.