APP
CXO

Avantax Planning Partners’s CONCHO RESOURCES INC. CXO Stock Holding History

Avantax Planning Partners’s Portfolio CXO Stock Details CXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$38K – 1357
2018
Q3 		$38K Buy
+250
New +$35.2K ﹤0.01% 550
2018
Q2 		– Sell
-262
Closed -$39K – 1697
2018
Q1 		$39K Buy
+262
New +$39.9K ﹤0.01% 577

Other funds holding CXO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Avantax Planning Partners's CXO Position: Q4 2018 in Review

Avantax Planning Partners sold out of CONCHO RESOURCES INC. (CXO) in Q4 2018, closing a stake of 250 shares — an estimated $38K sold.

Avantax Planning Partners first reported a position in CXO in Q1 2018 and held it in 2 quarters. The position peaked at $39K in Q1 2018. 530 funds tracked by Wall St. Rank hold CXO as of Q4 2018.

  • Avantax Planning Partners reported no remaining CONCHO RESOURCES INC. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 250 CONCHO RESOURCES INC. shares in Q4 2018, an estimated $38K.
  • Avantax Planning Partners first reported a position in CONCHO RESOURCES INC. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's CONCHO RESOURCES INC. position peaked at $39K in Q1 2018.
  • 530 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.