9WM
QEP

9258 Wealth Management’s QEP RESOURCES, INC. QEP Stock Holding History

9258 Wealth Management’s Portfolio QEP Stock Details QEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,357
Closed -$10K – 322
2020
Q3 		$10K Hold
11,357
– – ﹤0.01% 296
2020
Q2 		$15K Hold
11,357
– – 0.01% 283
2020
Q1 		$5K Sell
11,357
-528
-4% -$1.27K ﹤0.01% 273
2019
Q4 		$53K Buy
11,885
+589
+5% +$2.05K 0.02% 310
2019
Q3 		$42K Buy
11,296
+6
+0.1% +$29 0.03% 180
2019
Q2 		$82K Hold
11,290
– – 0.07% 178
2019
Q1 		$88K Hold
11,290
– – 0.07% 168
2018
Q4 		$64K Buy
+11,290
New +$99.2K 0.06% 167

Other funds holding QEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

9258 Wealth Management's QEP Position: Q4 2020 in Review

9258 Wealth Management sold out of QEP RESOURCES, INC. (QEP) in Q4 2020, closing a stake of 11,357 shares — an estimated $10K sold.

9258 Wealth Management first reported a position in QEP in Q4 2018 and held it in 8 quarters. The position peaked at $88K in Q1 2019. 181 funds tracked by Wall St. Rank hold QEP as of Q4 2020.

  • 9258 Wealth Management reported no remaining QEP RESOURCES, INC. position as of Q4 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 11,357 QEP RESOURCES, INC. shares in Q4 2020, an estimated $10K.
  • 9258 Wealth Management first reported a position in QEP RESOURCES, INC. in Q4 2018 and held it in 8 quarters.
  • 9258 Wealth Management's QEP RESOURCES, INC. position peaked at $88K in Q1 2019.
  • 181 funds tracked by Wall St. Rank held QEP RESOURCES, INC. as of Q4 2020.

Based on 9258 Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.