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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
2015
Q2 		– Sell
-300
Closed -$1K – 1692
2015
Q1 		$1K Hold
300
– – ﹤0.01% 1622
2014
Q4 		$1K Hold
300
– – ﹤0.01% 1946
2014
Q3 		$2K Buy
+300
New +$22.3K ﹤0.01% 1857

Other funds holding DVN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $1.61T AUM 30.72% 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.