WANY
VRN

Wealthspire Advisors (New York)’s Veren VRN Stock Holding History

Wealthspire Advisors (New York)’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-277
Closed -$1K – 830
2018
Q4 		$1K Buy
+277
New +$1.18K ﹤0.01% 854

Other funds holding VRN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealthspire Advisors (New York)'s VRN Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Veren (VRN) in Q1 2019, closing a stake of 277 shares — an estimated $1K sold.

Wealthspire Advisors (New York) first reported a position in VRN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 140 funds tracked by Wall St. Rank hold VRN as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Veren position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 277 Veren shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (New York) first reported a position in Veren in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Veren position peaked at $1K in Q4 2018.
  • 140 funds tracked by Wall St. Rank held Veren as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.