WWM
CVE icon

Willingdon Wealth Management’s Cenovus Energy CVE Stock Holding History

Willingdon Wealth Management’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-154
Closed -$2K – 351
2018
Q3 		$2K Buy
+154
New +$1.5K ﹤0.01% 361

Other funds holding CVE

C
ConocoPhillips Houston, Texas $1.12B AUM 103.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Willingdon Wealth Management's CVE Position: Q4 2018 in Review

Willingdon Wealth Management sold out of Cenovus Energy (CVE) in Q4 2018, closing a stake of 154 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in CVE in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 256 funds tracked by Wall St. Rank hold CVE as of Q4 2018.

  • Willingdon Wealth Management reported no remaining Cenovus Energy position as of Q4 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 154 Cenovus Energy shares in Q4 2018, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Cenovus Energy in Q3 2018 and held it in 1 quarter.
  • Willingdon Wealth Management's Cenovus Energy position peaked at $2K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held Cenovus Energy as of Q4 2018.

Based on Willingdon Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.