WealthTrust-Arizona’s Vital Energy VTLE Stock Holding History

WealthTrust-Arizona’s Portfolio VTLE Stock Details VTLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-208	Closed	-$93K	–	669
2014 Q3	$93K	Buy	+208	New	+$106K	0.1%	106

Other funds holding VTLE

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WealthTrust-Arizona's VTLE Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Vital Energy (VTLE) in Q4 2014, closing a stake of 208 shares — an estimated $93K sold.

WealthTrust-Arizona first reported a position in VTLE in Q3 2014 and held it in 1 quarter. The position peaked at $93K in Q3 2014. 159 funds tracked by Wall St. Rank hold VTLE as of Q4 2014.

WealthTrust-Arizona reported no remaining Vital Energy position as of Q4 2014 after selling out during the quarter.
WealthTrust-Arizona sold 208 Vital Energy shares in Q4 2014, an estimated $93K.
WealthTrust-Arizona first reported a position in Vital Energy in Q3 2014 and held it in 1 quarter.
WealthTrust-Arizona's Vital Energy position peaked at $93K in Q3 2014.
159 funds tracked by Wall St. Rank held Vital Energy as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.