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RKL Wealth Management’s Diamondback Energy FANG Stock Holding History

RKL Wealth Management’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-22,066
Closed -$1.48K – 64
2015
Q4 		$1.48K Sell
22,066
-764
-3% -$56.8K 0.69% 28
2015
Q3 		$1.48M Buy
+22,830
New +$1.55M 0.93% 28

Other funds holding FANG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brenham Capital Management Dallas, Texas $660M AUM 70.79% 1-Year Est. Return

RKL Wealth Management's FANG Position: Q1 2016 in Review

RKL Wealth Management sold out of Diamondback Energy (FANG) in Q1 2016, closing a stake of 22,066 shares — an estimated $1.48K sold.

RKL Wealth Management first reported a position in FANG in Q3 2015 and held it in 2 quarters. The position peaked at $1.48M in Q3 2015. 297 funds tracked by Wall St. Rank hold FANG as of Q1 2016.

  • RKL Wealth Management reported no remaining Diamondback Energy position as of Q1 2016 after selling out during the quarter.
  • RKL Wealth Management sold 22,066 Diamondback Energy shares in Q1 2016, an estimated $1.48K.
  • RKL Wealth Management first reported a position in Diamondback Energy in Q3 2015 and held it in 2 quarters.
  • RKL Wealth Management's Diamondback Energy position peaked at $1.48M in Q3 2015.
  • 297 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2016.

Based on RKL Wealth Management's 13F filing for Q1 2016, filed 26 Apr 2016.