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XEC

Avantax Planning Partners’s CIMAREX ENERGY CO XEC Stock Holding History

Avantax Planning Partners’s Portfolio XEC Stock Details XEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-40
Closed -$4K – 1336
2018
Q3 		$4K Buy
+40
New +$3.67K ﹤0.01% 1216
2018
Q2 		– Sell
-76
Closed -$7K – 1669
2018
Q1 		$7K Buy
+76
New +$8.1K ﹤0.01% 1231

Other funds holding XEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Avantax Planning Partners sold out of CIMAREX ENERGY CO (XEC) in Q4 2018, closing a stake of 40 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in XEC in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 463 funds tracked by Wall St. Rank hold XEC as of Q4 2018.

  • Avantax Planning Partners reported no remaining CIMAREX ENERGY CO position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 40 CIMAREX ENERGY CO shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in CIMAREX ENERGY CO in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's CIMAREX ENERGY CO position peaked at $7K in Q1 2018.
  • 463 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q4 2018.

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