WA
VTLE

WFG Advisors’s Vital Energy VTLE Stock Holding History

WFG Advisors’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
2017
Q2 		$26K Hold
125
– – 0.01% 882
2017
Q1 		$37K Hold
125
– – 0.01% 741
2016
Q4 		$35K Hold
125
– – 0.01% 804
2016
Q3 		$32K Hold
125
– – 0.01% 823
2016
Q2 		$26K Buy
125
+25
+25% +$5.51K 0.01% 859
2016
Q1 		$16K Hold
100
– – ﹤0.01% 937
2015
Q4 		$16K Hold
100
– – ﹤0.01% 951
2015
Q3 		$19K Hold
100
– – 0.01% 913
2015
Q2 		$25K Hold
100
– – 0.01% 919
2015
Q1 		$26K Sell
100
-370
-79% -$84K 0.01% 917
2014
Q4 		$97K Buy
470
+185
+65% +$56K 0.02% 651
2014
Q3 		$128K Hold
285
– – 0.02% 576
2014
Q2 		$177K Buy
285
+20
+8% +$11.3K 0.03% 478
2014
Q1 		$137K Buy
+265
New +$135K 0.03% 533

Other funds holding VTLE

WP
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
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WFG Advisors's VTLE Position: Q2 2017 in Review

WFG Advisors held its Vital Energy (VTLE) position steady in Q2 2017 at 125 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #882.

WFG Advisors first reported a position in VTLE in Q1 2014 and has held it in 14 quarters since. The position peaked at $177K in Q2 2014. 166 funds tracked by Wall St. Rank hold VTLE as of Q2 2017.

  • WFG Advisors held 125 shares of Vital Energy worth $26K as of Q2 2017.
  • WFG Advisors left its Vital Energy share count unchanged in Q2 2017.
  • Vital Energy made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #882 holding.
  • WFG Advisors first reported a position in Vital Energy in Q1 2014 and has held it in 14 quarters since.
  • WFG Advisors's Vital Energy position peaked at $177K in Q2 2014.
  • 166 funds tracked by Wall St. Rank held Vital Energy as of Q2 2017.

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