WA
PDCE

WFG Advisors’s PDC Energy, Inc. PDCE Stock Holding History

WFG Advisors’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
2014
Q2 		– Sell
-1,930
Closed -$120K – 2092
2014
Q1 		$120K Sell
1,930
-210
-10% -$11.5K 0.02% 582
2013
Q4 		$114K Buy
+2,140
New +$131K 0.02% 696

Other funds holding PDCE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's PDCE Position: Q2 2014 in Review

WFG Advisors sold out of PDC Energy, Inc. (PDCE) in Q2 2014, closing a stake of 1,930 shares — an estimated $120K sold.

WFG Advisors first reported a position in PDCE in Q4 2013 and held it in 2 quarters. The position peaked at $120K in Q1 2014. 207 funds tracked by Wall St. Rank hold PDCE as of Q2 2014.

  • WFG Advisors reported no remaining PDC Energy, Inc. position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 1,930 PDC Energy, Inc. shares in Q2 2014, an estimated $120K.
  • WFG Advisors first reported a position in PDC Energy, Inc. in Q4 2013 and held it in 2 quarters.
  • WFG Advisors's PDC Energy, Inc. position peaked at $120K in Q1 2014.
  • 207 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.