TCI Wealth Advisors’s Vital Energy VTLE Stock Holding History

TCI Wealth Advisors’s Portfolio VTLE Stock Details VTLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-15	Closed	-$1K	–	1693
2019 Q3	$1K	Sell	15 -1	-6%	-$55	﹤0.01%	1407
2019 Q2	$1K	Buy	+16	New	+$969	﹤0.01%	1325
2019 Q1	–	Sell	-16	Closed	-$1K	–	1563
2018 Q4	$1K	Buy	+16	New	+$1.68K	﹤0.01%	1332
2017 Q1	–	Sell	-11	Closed	-$3K	–	1387
2016 Q4	$3K	Sell	11 -4	-27%	-$1.1K	﹤0.01%	942
2016 Q3	$4K	Hold	15	–	–	﹤0.01%	815
2016 Q2	$3K	Hold	15	–	–	﹤0.01%	863
2016 Q1	$2K	Hold	15	–	–	﹤0.01%	983
2015 Q4	$2K	Hold	15	–	–	﹤0.01%	892
2015 Q3	$3K	Hold	15	–	–	﹤0.01%	747
2015 Q2	$4K	Hold	15	–	–	﹤0.01%	702
2015 Q1	$4K	Hold	15	–	–	﹤0.01%	630
2014 Q4	$3K	Hold	15	–	–	﹤0.01%	688
2014 Q3	$7K	Hold	15	–	–	﹤0.01%	512
2014 Q2	$9K	Hold	15	–	–	0.01%	484
2014 Q1	$8K	Hold	15	–	–	0.01%	464
2013 Q4	$8K	Hold	15	–	–	0.01%	467
2013 Q3	$9K	Hold	15	–	–	0.01%	397
2013 Q2	$6K	Buy	+15	New	+$5.54K	﹤0.01%	437

Other funds holding VTLE

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCI Wealth Advisors's VTLE Position: Q4 2019 in Review

TCI Wealth Advisors sold out of Vital Energy (VTLE) in Q4 2019, closing a stake of 15 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in VTLE in Q2 2013 and held it in 18 quarters. The position peaked at $9K in Q2 2014. 186 funds tracked by Wall St. Rank hold VTLE as of Q4 2019.

TCI Wealth Advisors reported no remaining Vital Energy position as of Q4 2019 after selling out during the quarter.
TCI Wealth Advisors sold 15 Vital Energy shares in Q4 2019, an estimated $1K.
TCI Wealth Advisors first reported a position in Vital Energy in Q2 2013 and held it in 18 quarters.
TCI Wealth Advisors's Vital Energy position peaked at $9K in Q2 2014.
186 funds tracked by Wall St. Rank held Vital Energy as of Q4 2019.

Based on TCI Wealth Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.