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WFG Advisors’s Devon Energy DVN Stock Holding History

WFG 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
2017
Q2 		$7K Sell
223
-1,081
-83% -$39.5K ﹤0.01% 1215
2017
Q1 		$54K Sell
1,304
-15,626
-92% -$687K 0.01% 642
2016
Q4 		$773K Buy
16,930
+15,810
+1,412% +$698K 0.19% 139
2016
Q3 		$49K Hold
1,120
– – 0.01% 711
2016
Q2 		$41K Sell
1,120
-1,404
-56% -$47.6K 0.01% 735
2016
Q1 		$69K Buy
2,524
+558
+28% +$13.6K 0.02% 575
2015
Q4 		$63K Sell
1,966
-207
-10% -$8.49K 0.02% 595
2015
Q3 		$81K Buy
2,173
+764
+54% +$35.1K 0.03% 505
2015
Q2 		$84K Sell
1,409
-516
-27% -$33.4K 0.02% 581
2015
Q1 		$116K Sell
1,925
-589
-23% -$35.9K 0.03% 484
2014
Q4 		$154K Sell
2,514
-875
-26% -$53K 0.03% 512
2014
Q3 		$231K Sell
3,389
-47
-1% -$3.5K 0.04% 415
2014
Q2 		$273K Sell
3,436
-5
-0.1% -$364 0.05% 378
2014
Q1 		$230K Sell
3,441
-49
-1% -$3.04K 0.05% 401
2013
Q4 		$216K Sell
3,490
-97
-3% -$5.95K 0.03% 494
2013
Q3 		$207K Buy
3,587
+566
+19% +$32.3K 0.03% 472
2013
Q2 		$157K Buy
+3,021
New +$168K 0.03% 528

Other funds holding DVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WFG Advisors's DVN Position: Q2 2017 in Review

WFG Advisors reduced its Devon Energy (DVN) stake by 83% in Q2 2017, selling an estimated $39.5K and leaving 223 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

WFG Advisors first reported a position in DVN in Q2 2013 and has held it in 17 quarters since. The position peaked at $773K in Q4 2016. 732 funds tracked by Wall St. Rank hold DVN as of Q2 2017.

  • WFG Advisors held 223 shares of Devon Energy worth $7K as of Q2 2017.
  • WFG Advisors sold 1,081 Devon Energy shares in Q2 2017, an estimated $39.5K.
  • Devon Energy made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1215 holding.
  • WFG Advisors first reported a position in Devon Energy in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Devon Energy position peaked at $773K in Q4 2016.
  • 732 funds tracked by Wall St. Rank held Devon Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.