SBIA
PDCE

Sheaff Brock Investment Advisors’s PDC Energy, Inc. PDCE Stock Holding History

Sheaff Brock Investment 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
2023
Q3 		– Sell
-11,522
Closed -$820K – 501
2023
Q2 		$820K Hold
11,522
– – 0.07% 191
2023
Q1 		$739K Hold
11,522
– – 0.07% 205
2022
Q4 		$731K Hold
11,522
– – 0.07% 203
2022
Q3 		$666K Hold
11,522
– – 0.07% 201
2022
Q2 		$710K Hold
11,522
– – 0.06% 200
2022
Q1 		$837K Hold
11,522
– – 0.06% 206
2021
Q4 		$562K Hold
11,522
– – 0.04% 259
2021
Q3 		$546K Hold
11,522
– – 0.04% 251
2021
Q2 		$528K Hold
11,522
– – 0.04% 258
2021
Q1 		$396K Hold
11,522
– – 0.03% 294
2020
Q4 		$237K Hold
11,522
– – 0.02% 389
2020
Q3 		$143K Hold
11,522
– – 0.01% 415
2020
Q2 		$143K Hold
11,522
– – 0.01% 409
2020
Q1 		$72K Hold
11,522
– – 0.01% 387
2019
Q4 		$302K Sell
11,522
-210
-2% -$5.04K 0.03% 336
2019
Q3 		$326K Hold
11,732
– – 0.04% 319
2019
Q2 		$423K Hold
11,732
– – 0.05% 275
2019
Q1 		$477K Hold
11,732
– – 0.06% 254
2018
Q4 		$349K Hold
11,732
– – 0.05% 286
2018
Q3 		$574K Hold
11,732
– – 0.05% 245
2018
Q2 		$709K Hold
11,732
– – 0.07% 201
2018
Q1 		$575K Hold
11,732
– – 0.06% 228
2017
Q4 		$605K Buy
11,732
+210
+2% +$9.94K 0.08% 226
2017
Q3 		$565K Hold
11,522
– – 0.07% 238
2017
Q2 		$497K Hold
11,522
– – 0.07% 273
2017
Q1 		$718K Hold
11,522
– – 0.09% 213
2016
Q4 		$836K Hold
11,522
– – 0.11% 198
2016
Q3 		$773K Hold
11,522
– – 0.1% 203
2016
Q2 		$664K Hold
11,522
– – 0.08% 228
2016
Q1 		$685K Sell
11,522
-250
-2% -$13K 0.08% 226
2015
Q4 		$628K Buy
+11,772
New +$677K 0.07% 274

Other funds holding PDCE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sheaff Brock Investment Advisors's PDCE Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 11,522 shares — an estimated $820K sold.

Sheaff Brock Investment Advisors first reported a position in PDCE in Q4 2015 and held it in 31 quarters. The position peaked at $837K in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Sheaff Brock Investment Advisors reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 11,522 PDC Energy, Inc. shares in Q3 2023, an estimated $820K.
  • Sheaff Brock Investment Advisors first reported a position in PDC Energy, Inc. in Q4 2015 and held it in 31 quarters.
  • Sheaff Brock Investment Advisors's PDC Energy, Inc. position peaked at $837K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.