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Wealthstreet Investment Advisors’s Devon Energy DVN Stock Holding History

Wealthstreet Investment Advisors’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
2018
Q4 		– Sell
-6,677
Closed -$267K – 332
2018
Q3 		$267K Sell
6,677
-1,900
-22% -$80.8K 0.03% 305
2018
Q2 		$377K Sell
8,577
-250
-3% -$9.69K 0.05% 263
2018
Q1 		$280K Sell
8,827
-1,200
-12% -$44K 0.04% 290
2017
Q4 		$415K Buy
+10,027
New +$379K 0.05% 246

Other funds holding DVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealthstreet Investment Advisors's DVN Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of Devon Energy (DVN) in Q4 2018, closing a stake of 6,677 shares — an estimated $267K sold.

Wealthstreet Investment Advisors first reported a position in DVN in Q4 2017 and held it in 4 quarters. The position peaked at $415K in Q4 2017. 656 funds tracked by Wall St. Rank hold DVN as of Q4 2018.

  • Wealthstreet Investment Advisors reported no remaining Devon Energy position as of Q4 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 6,677 Devon Energy shares in Q4 2018, an estimated $267K.
  • Wealthstreet Investment Advisors first reported a position in Devon Energy in Q4 2017 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Devon Energy position peaked at $415K in Q4 2017.
  • 656 funds tracked by Wall St. Rank held Devon Energy as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.