Blue Bell Private Wealth Management’s WPX Energy, Inc. WPX Stock Holding History

Blue Bell Private Wealth Management’s Portfolio WPX Stock Details WPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-687	Closed	-$10K	–	408
2016 Q3	$10K	Hold	687	–	–	0.01%	355
2016 Q2	$7K	Sell	687 -999	-59%	-$9.02K	﹤0.01%	377
2016 Q1	$12K	Buy	1,686 +666	+65%	+$3.4K	0.01%	345
2015 Q4	$6K	Sell	1,020 -233	-19%	-$1.73K	﹤0.01%	397
2015 Q3	$8K	Hold	1,253	–	–	0.01%	381
2015 Q2	$15K	Buy	1,253 +333	+36%	+$4.39K	0.01%	343
2015 Q1	$10K	Sell	920 -333	-27%	-$3.81K	0.01%	366
2014 Q4	$14K	Buy	1,253 +55	+5%	+$878	0.01%	357
2014 Q3	$29K	Hold	1,198	–	–	0.02%	301
2014 Q2	$29K	Hold	1,198	–	–	0.02%	287
2014 Q1	$22K	Hold	1,198	–	–	0.01%	292
2013 Q4	$24K	Buy	+1,198	New	+$23.9K	0.02%	292

Other funds holding WPX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FRGX

First Reserve GP XII Stamford, Connecticut $3.16M AUM 24.66% 1-Year Est. Return

Blue Bell Private Wealth Management's WPX Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of WPX Energy, Inc. (WPX) in Q4 2016, closing a stake of 687 shares — an estimated $10K sold.

Blue Bell Private Wealth Management first reported a position in WPX in Q4 2013 and held it in 12 quarters. The position peaked at $29K in Q3 2014. 354 funds tracked by Wall St. Rank hold WPX as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining WPX Energy, Inc. position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 687 WPX Energy, Inc. shares in Q4 2016, an estimated $10K.
Blue Bell Private Wealth Management first reported a position in WPX Energy, Inc. in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's WPX Energy, Inc. position peaked at $29K in Q3 2014.
354 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.