Polaris Wealth Advisory Group’s Devon Energy DVN Stock Holding History

Polaris Wealth Advisory Group’s Portfolio DVN Stock Details DVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-838	Closed	-$27K	–	304
2018 Q1	$27K	Buy	+838	New	+$30.8K	﹤0.01%	272
2017 Q2	–	Sell	-437,737	Closed	-$18.3M	–	123
2017 Q1	$18.3M	Buy	437,737 +11,304	+3%	+$497K	1.99%	18
2016 Q4	$19.5M	Sell	426,433 -7,070	-2%	-$312K	2.26%	11
2016 Q3	$19.1M	Buy	+433,503	New	+$17.6M	2.28%	10

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Polaris Wealth Advisory Group's DVN Position: Q2 2018 in Review

Polaris Wealth Advisory Group sold out of Devon Energy (DVN) in Q2 2018, closing a stake of 838 shares — an estimated $27K sold.

Polaris Wealth Advisory Group first reported a position in DVN in Q3 2016 and held it in 4 quarters. The position peaked at $19.5M in Q4 2016. 768 funds tracked by Wall St. Rank hold DVN as of Q2 2018.

Polaris Wealth Advisory Group reported no remaining Devon Energy position as of Q2 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 838 Devon Energy shares in Q2 2018, an estimated $27K.
Polaris Wealth Advisory Group first reported a position in Devon Energy in Q3 2016 and held it in 4 quarters.
Polaris Wealth Advisory Group's Devon Energy position peaked at $19.5M in Q4 2016.
768 funds tracked by Wall St. Rank held Devon Energy as of Q2 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2018, filed 9 Jul 2018.