BCA
XEC

Berman Capital Advisors’s CIMAREX ENERGY CO XEC Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$77K Sell
889
-141
-14% -$9.79K 0.01% 519
2021
Q2 		$74K Buy
1,030
+236
+30% +$15.9K 0.01% 452
2021
Q1 		$47K Hold
794
– – 0.01% 505
2020
Q4 		$29K Buy
794
+1
+0.1% +$32 0.01% 567
2020
Q3 		$19K Sell
793
-29
-4% -$764 0.01% 613
2020
Q2 		$22K Buy
822
+235
+40% +$5.83K 0.01% 523
2020
Q1 		$9K Sell
587
-174
-23% -$6.25K ﹤0.01% 711
2019
Q4 		$39K Buy
761
+123
+19% +$5.72K 0.01% 370
2019
Q3 		$30K Buy
638
+582
+1,039% +$27.5K 0.01% 406
2019
Q2 		$3K Sell
56
-30
-35% -$1.92K ﹤0.01% 1142
2019
Q1 		$6K Hold
86
– – ﹤0.01% 838
2018
Q4 		$4K Buy
+86
New +$7.06K ﹤0.01% 774

Other funds holding XEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berman Capital Advisors's XEC Position: Q3 2021 in Review

Berman Capital Advisors reduced its CIMAREX ENERGY CO (XEC) stake by 14% in Q3 2021, selling an estimated $9.79K and leaving 889 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #519.

Berman Capital Advisors first reported a position in XEC in Q4 2018 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold XEC as of Q3 2021.

  • Berman Capital Advisors held 889 shares of CIMAREX ENERGY CO worth $77K as of Q3 2021.
  • Berman Capital Advisors sold 141 CIMAREX ENERGY CO shares in Q3 2021, an estimated $9.79K.
  • CIMAREX ENERGY CO made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #519 holding.
  • Berman Capital Advisors first reported a position in CIMAREX ENERGY CO in Q4 2018 and has held it in 12 quarters since.
  • 372 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.