WA
PDCE

WealthTrust-Arizona’s PDC Energy, Inc. PDCE Stock Holding History

WealthTrust-Arizona’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
2017
Q1 		– Sell
-107
Closed -$8K – 653
2016
Q4 		$8K Sell
107
-10
-9% -$688 ﹤0.01% 426
2016
Q3 		$8K Hold
117
– – ﹤0.01% 411
2016
Q2 		$7K Sell
117
-13
-10% -$772 ﹤0.01% 424
2016
Q1 		$8K Hold
130
– – 0.01% 398
2015
Q4 		$7K Buy
130
+1
+0.8% +$58 ﹤0.01% 444
2015
Q3 		$7K Buy
129
+8
+7% +$410 ﹤0.01% 435
2015
Q2 		$6K Buy
121
+12
+11% +$678 ﹤0.01% 482
2015
Q1 		$6K Buy
+109
New +$5.28K ﹤0.01% 498

Other funds holding PDCE

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthTrust-Arizona's PDCE Position: Q1 2017 in Review

WealthTrust-Arizona sold out of PDC Energy, Inc. (PDCE) in Q1 2017, closing a stake of 107 shares — an estimated $8K sold.

WealthTrust-Arizona first reported a position in PDCE in Q1 2015 and held it in 8 quarters. The position peaked at $8K in Q4 2016. 268 funds tracked by Wall St. Rank hold PDCE as of Q1 2017.

  • WealthTrust-Arizona reported no remaining PDC Energy, Inc. position as of Q1 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 107 PDC Energy, Inc. shares in Q1 2017, an estimated $8K.
  • WealthTrust-Arizona first reported a position in PDC Energy, Inc. in Q1 2015 and held it in 8 quarters.
  • WealthTrust-Arizona's PDC Energy, Inc. position peaked at $8K in Q4 2016.
  • 268 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q1 2017.

Based on WealthTrust-Arizona's 13F filing for Q1 2017, filed 19 Apr 2017.