Wealthspire Advisors (Maryland)
PES

Wealthspire Advisors (Maryland)’s Pioneer Energy Services Corp. PES Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PES Stock Details PES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-53
Closed – – 2652
2018
Q3 		$0 Hold
53
– – ﹤0.01% 2597
2018
Q2 		$0 Hold
53
– – ﹤0.01% 2669
2018
Q1 		$0 Hold
53
– – ﹤0.01% 2717
2017
Q4 		$0 Hold
53
– – ﹤0.01% 2620
2017
Q3 		$0 Buy
+53
New +$112 ﹤0.01% 2572

Other funds holding PES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $473M AUM 63.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PES Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Pioneer Energy Services Corp. (PES) in Q4 2018, closing a stake of 53 shares.

Wealthspire Advisors (Maryland) first reported a position in PES in Q3 2017 and held it in 5 quarters. The position peaked at $0 in Q3 2018. 113 funds tracked by Wall St. Rank hold PES as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Pioneer Energy Services Corp. position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 53 Pioneer Energy Services Corp. shares in Q4 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Pioneer Energy Services Corp. in Q3 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Pioneer Energy Services Corp. position peaked at $0 in Q3 2018.
  • 113 funds tracked by Wall St. Rank held Pioneer Energy Services Corp. as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.