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Sowell Financial Services’s Vaalco Energy EGY Stock Holding History

Sowell Financial Services’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
-504
Closed -$1K – 2482
2019
Q4 		$1K Hold
504
– – ﹤0.01% 2325
2019
Q3 		$1K Buy
+504
New +$889 ﹤0.01% 2224

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WIM
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FM
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LSV Asset Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's EGY Position: Q1 2020 in Review

Sowell Financial Services sold out of Vaalco Energy (EGY) in Q1 2020, closing a stake of 504 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in EGY in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 56 funds tracked by Wall St. Rank hold EGY as of Q1 2020.

  • Sowell Financial Services reported no remaining Vaalco Energy position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 504 Vaalco Energy shares in Q1 2020, an estimated $1K.
  • Sowell Financial Services first reported a position in Vaalco Energy in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Vaalco Energy position peaked at $1K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Vaalco Energy as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.