RFA
PDCE

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

Reilly 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
Q1 		– Sell
-37
Closed -$2K – 1072
2017
Q4 		$2K Hold
37
– – ﹤0.01% 899
2017
Q3 		$2K Hold
37
– – ﹤0.01% 914
2017
Q2 		$2K Hold
37
– – ﹤0.01% 885
2017
Q1 		$2K Buy
+37
New +$2.6K ﹤0.01% 858

Other funds holding PDCE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Reilly Financial Advisors's PDCE Position: Q1 2018 in Review

Reilly Financial Advisors sold out of PDC Energy, Inc. (PDCE) in Q1 2018, closing a stake of 37 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in PDCE in Q1 2017 and held it in 4 quarters. The position peaked at $2K in Q4 2017. 245 funds tracked by Wall St. Rank hold PDCE as of Q1 2018.

  • Reilly Financial Advisors reported no remaining PDC Energy, Inc. position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 37 PDC Energy, Inc. shares in Q1 2018, an estimated $2K.
  • Reilly Financial Advisors first reported a position in PDC Energy, Inc. in Q1 2017 and held it in 4 quarters.
  • Reilly Financial Advisors's PDC Energy, Inc. position peaked at $2K in Q4 2017.
  • 245 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.