YorkBridge Wealth Partners’s Devon Energy DVN Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-263	Closed	-$8K	–	296
2019 Q2	$8K	Hold	263	–	–	﹤0.01%	604
2019 Q1	$8K	Sell	263 -1,072	-80%	-$30K	﹤0.01%	614
2018 Q4	$30K	Sell	1,335 -431	-24%	-$13.2K	0.02%	379
2018 Q3	$71K	Hold	1,766	–	–	0.03%	321
2018 Q2	$78K	Buy	1,766 +717	+68%	+$27.8K	0.03%	320
2018 Q1	$34K	Hold	1,049	–	–	0.02%	410
2017 Q4	$41K	Sell	1,049 -64	-6%	-$2.42K	0.02%	392
2017 Q3	$41K	Buy	1,113 +100	+10%	+$3.24K	0.02%	397
2017 Q2	$33K	Sell	1,013 -100	-9%	-$3.66K	0.02%	429
2017 Q1	$43K	Buy	1,113 +202	+22%	+$8.88K	0.02%	385
2016 Q4	$40K	Buy	+911	New	+$40.2K	0.02%	383

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YorkBridge Wealth Partners's DVN Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Devon Energy (DVN) in Q3 2019, closing a stake of 263 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in DVN in Q4 2016 and held it in 11 quarters. The position peaked at $78K in Q2 2018. 599 funds tracked by Wall St. Rank hold DVN as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Devon Energy position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 263 Devon Energy shares in Q3 2019, an estimated $8K.
YorkBridge Wealth Partners first reported a position in Devon Energy in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Devon Energy position peaked at $78K in Q2 2018.
599 funds tracked by Wall St. Rank held Devon Energy as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.