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Sequoia Financial Advisors’s Vaalco Energy EGY Stock Holding History

Sequoia Financial Advisors’s Portfolio EGY Stock Details EGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,177
Closed -$29K – 379
2019
Q4 		$29K Buy
+13,177
New +$26.1K ﹤0.01% 379
2019
Q1 		– Sell
-14,265
Closed -$21K – 368
2018
Q4 		$21K Buy
+14,265
New +$27.3K ﹤0.01% 290

Other funds holding EGY

TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WIM
Wilen Investment Management Bonita Springs, Florida $98.1M AUM 2.08% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sequoia Financial Advisors's EGY Position: Q1 2020 in Review

Sequoia Financial Advisors sold out of Vaalco Energy (EGY) in Q1 2020, closing a stake of 13,177 shares — an estimated $29K sold.

Sequoia Financial Advisors first reported a position in EGY in Q4 2018 and held it in 2 quarters. The position peaked at $29K in Q4 2019. 56 funds tracked by Wall St. Rank hold EGY as of Q1 2020.

  • Sequoia Financial Advisors reported no remaining Vaalco Energy position as of Q1 2020 after selling out during the quarter.
  • Sequoia Financial Advisors sold 13,177 Vaalco Energy shares in Q1 2020, an estimated $29K.
  • Sequoia Financial Advisors first reported a position in Vaalco Energy in Q4 2018 and held it in 2 quarters.
  • Sequoia Financial Advisors's Vaalco Energy position peaked at $29K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Vaalco Energy as of Q1 2020.

Based on Sequoia Financial Advisors's 13F filing for Q1 2020, filed 11 May 2020.