Wealthspire Advisors (Maryland)’s PDC Energy, Inc. PDCE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-255	Closed	-$10K	–	2226
2019 Q1	$10K	Buy	255 +159	+166%	+$5.8K	﹤0.01%	1553
2018 Q4	$3K	Sell	96 -78	-45%	-$3.13K	﹤0.01%	2014
2018 Q3	$9K	Sell	174 -76	-30%	-$4.21K	﹤0.01%	1581
2018 Q2	$15K	Sell	250 -23	-8%	-$1.32K	﹤0.01%	1428
2018 Q1	$13K	Sell	273 -6	-2%	-$316	﹤0.01%	1476
2017 Q4	$14K	Buy	279 +107	+62%	+$5.07K	﹤0.01%	1469
2017 Q3	$8K	Sell	172 -319	-65%	-$13.7K	﹤0.01%	1666
2017 Q2	$21K	Buy	491 +320	+187%	+$16.8K	﹤0.01%	1261
2017 Q1	$11K	Buy	+171	New	+$12K	﹤0.01%	1323

Other funds holding PDCE

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s PDCE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PDC Energy, Inc. (PDCE) in Q2 2019, closing a stake of 255 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in PDCE in Q1 2017 and held it in 9 quarters. The position peaked at $21K in Q2 2017. 197 funds tracked by Wall St. Rank hold PDCE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining PDC Energy, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 255 PDC Energy, Inc. shares in Q2 2019, an estimated $10K.
Wealthspire Advisors (Maryland) first reported a position in PDC Energy, Inc. in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s PDC Energy, Inc. position peaked at $21K in Q2 2017.
197 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.