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Transform Wealth’s Ovintiv OVV Stock Holding History

Transform Wealth’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,917
Closed -$230K – 223
2016
Q4 		$230K Buy
3,917
+450
+13% +$25.6K 0.09% 192
2016
Q3 		$181K Sell
3,467
-490
-12% -$22K 0.08% 196
2016
Q2 		$154K Buy
+3,957
New +$145K 0.06% 207

Other funds holding OVV

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Transform Wealth's OVV Position: Q1 2017 in Review

Transform Wealth sold out of Ovintiv (OVV) in Q1 2017, closing a stake of 3,917 shares — an estimated $230K sold.

Transform Wealth first reported a position in OVV in Q2 2016 and held it in 3 quarters. The position peaked at $230K in Q4 2016. 316 funds tracked by Wall St. Rank hold OVV as of Q1 2017.

  • Transform Wealth reported no remaining Ovintiv position as of Q1 2017 after selling out during the quarter.
  • Transform Wealth sold 3,917 Ovintiv shares in Q1 2017, an estimated $230K.
  • Transform Wealth first reported a position in Ovintiv in Q2 2016 and held it in 3 quarters.
  • Transform Wealth's Ovintiv position peaked at $230K in Q4 2016.
  • 316 funds tracked by Wall St. Rank held Ovintiv as of Q1 2017.

Based on Transform Wealth's 13F filing for Q1 2017, filed 4 May 2017.