TWM
DVN icon

Torch Wealth Management’s Devon Energy DVN Stock Holding History

Torch Wealth Management’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,000
Closed -$205K – 92
2014
Q3 		$205K Hold
3,000
– – 0.15% 94
2014
Q2 		$238K Hold
3,000
– – 0.16% 89
2014
Q1 		$201K Buy
3,000
+600
+25% +$37.2K 0.15% 90
2013
Q4 		$148K Buy
+2,400
New +$147K 0.11% 97

Other funds holding DVN

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Torch Wealth Management's DVN Position: Q4 2014 in Review

Torch Wealth Management sold out of Devon Energy (DVN) in Q4 2014, closing a stake of 3,000 shares — an estimated $205K sold.

Torch Wealth Management first reported a position in DVN in Q4 2013 and held it in 4 quarters. The position peaked at $238K in Q2 2014. 878 funds tracked by Wall St. Rank hold DVN as of Q4 2014.

  • Torch Wealth Management reported no remaining Devon Energy position as of Q4 2014 after selling out during the quarter.
  • Torch Wealth Management sold 3,000 Devon Energy shares in Q4 2014, an estimated $205K.
  • Torch Wealth Management first reported a position in Devon Energy in Q4 2013 and held it in 4 quarters.
  • Torch Wealth Management's Devon Energy position peaked at $238K in Q2 2014.
  • 878 funds tracked by Wall St. Rank held Devon Energy as of Q4 2014.

Based on Torch Wealth Management's 13F filing for Q4 2014, filed 29 Jan 2015.