ZIM
VTLE

Zacks Investment Management’s Vital Energy VTLE Stock Holding History

Zacks Investment Management’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
Q3 		– Sell
-2,952
Closed -$621K – 663
2017
Q2 		$621K Sell
2,952
-667
-18% -$164K 0.02% 440
2017
Q1 		$1.06M Buy
3,619
+1,228
+51% +$341K 0.03% 345
2016
Q4 		$676K Sell
2,391
-1,726
-42% -$474K 0.02% 405
2016
Q3 		$1.06M Buy
4,117
+174
+4% +$39.7K 0.03% 320
2016
Q2 		$826K Buy
+3,943
New +$869K 0.03% 368

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Zacks Investment Management's VTLE Position: Q3 2017 in Review

Zacks Investment Management sold out of Vital Energy (VTLE) in Q3 2017, closing a stake of 2,952 shares — an estimated $621K sold.

Zacks Investment Management first reported a position in VTLE in Q2 2016 and held it in 5 quarters. The position peaked at $1.06M in Q3 2016. 156 funds tracked by Wall St. Rank hold VTLE as of Q3 2017.

  • Zacks Investment Management reported no remaining Vital Energy position as of Q3 2017 after selling out during the quarter.
  • Zacks Investment Management sold 2,952 Vital Energy shares in Q3 2017, an estimated $621K.
  • Zacks Investment Management first reported a position in Vital Energy in Q2 2016 and held it in 5 quarters.
  • Zacks Investment Management's Vital Energy position peaked at $1.06M in Q3 2016.
  • 156 funds tracked by Wall St. Rank held Vital Energy as of Q3 2017.

Based on Zacks Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.