AWE
NFX

Avidian Wealth Enterprises’s Newfield Exploration NFX Stock Holding History

Avidian Wealth Enterprises’s Portfolio NFX Stock Details NFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,793
Closed -$254K – 126
2018
Q3 		$254K Buy
8,793
+961
+12% +$27K 0.08% 90
2018
Q2 		$237K Buy
+7,832
New +$221K 0.07% 86
2018
Q1 		– Sell
-7,832
Closed -$247K – 122
2017
Q4 		$247K Hold
7,832
– – 0.07% 89
2017
Q3 		$232K Buy
7,832
+339
+5% +$9.1K 0.09% 77
2017
Q2 		$213K Hold
7,493
– – 0.09% 77
2017
Q1 		$277K Hold
7,493
– – 0.11% 64
2016
Q4 		$303K Hold
7,493
– – 0.13% 53
2016
Q3 		$326K Buy
7,493
+1,070
+17% +$47K 0.13% 50
2016
Q2 		$284K Sell
6,423
-490
-7% -$18.8K 0.1% 52
2016
Q1 		$230K Hold
6,913
– – 0.12% 69
2015
Q4 		$255K Buy
6,913
+217
+3% +$8.08K 0.12% 33
2015
Q3 		$220K Buy
6,696
+487
+8% +$16.3K 0.14% 27
2015
Q2 		$224K Sell
6,209
-3,112
-33% -$116K 0.09% 33
2015
Q1 		$327K Hold
9,321
– – 0.14% 28
2014
Q4 		$253K Buy
9,321
+217
+2% +$6.45K 0.1% 30
2014
Q3 		$337K Buy
9,104
+667
+8% +$27.7K 0.13% 32
2014
Q2 		$373K Buy
+8,437
New +$303K 0.14% 33
2014
Q1 		– Sell
-7,731
Closed -$235K – 30
2013
Q4 		$235K Buy
+7,731
New +$217K 0.22% 25

Other funds holding NFX

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Avidian Wealth Enterprises's NFX Position: Q4 2018 in Review

Avidian Wealth Enterprises sold out of Newfield Exploration (NFX) in Q4 2018, closing a stake of 8,793 shares — an estimated $254K sold.

Avidian Wealth Enterprises first reported a position in NFX in Q4 2013 and held it in 18 quarters. The position peaked at $373K in Q2 2014. 395 funds tracked by Wall St. Rank hold NFX as of Q4 2018.

  • Avidian Wealth Enterprises reported no remaining Newfield Exploration position as of Q4 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 8,793 Newfield Exploration shares in Q4 2018, an estimated $254K.
  • Avidian Wealth Enterprises first reported a position in Newfield Exploration in Q4 2013 and held it in 18 quarters.
  • Avidian Wealth Enterprises's Newfield Exploration position peaked at $373K in Q2 2014.
  • 395 funds tracked by Wall St. Rank held Newfield Exploration as of Q4 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2018, filed 14 Feb 2019.