CAL
WPX

Capital Advisors Ltd’s WPX Energy, Inc. WPX Stock Holding History

Capital Advisors Ltd’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
2015
Q2 		– Sell
-362
Closed -$4K – 358
2015
Q1 		$4K Hold
362
– – ﹤0.01% 304
2014
Q4 		$4K Hold
362
– – ﹤0.01% 291
2014
Q3 		$8K Hold
362
– – ﹤0.01% 268
2014
Q2 		$9K Hold
362
– – 0.01% 275
2014
Q1 		$7K Buy
+362
New +$6.68K ﹤0.01% 293

Other funds holding WPX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Advisors Ltd's WPX Position: Q2 2015 in Review

Capital Advisors Ltd sold out of WPX Energy, Inc. (WPX) in Q2 2015, closing a stake of 362 shares — an estimated $4K sold.

Capital Advisors Ltd first reported a position in WPX in Q1 2014 and held it in 5 quarters. The position peaked at $9K in Q2 2014. 317 funds tracked by Wall St. Rank hold WPX as of Q2 2015.

  • Capital Advisors Ltd reported no remaining WPX Energy, Inc. position as of Q2 2015 after selling out during the quarter.
  • Capital Advisors Ltd sold 362 WPX Energy, Inc. shares in Q2 2015, an estimated $4K.
  • Capital Advisors Ltd first reported a position in WPX Energy, Inc. in Q1 2014 and held it in 5 quarters.
  • Capital Advisors Ltd's WPX Energy, Inc. position peaked at $9K in Q2 2014.
  • 317 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q2 2015.

Based on Capital Advisors Ltd's 13F filing for Q2 2015, filed 14 Jul 2015.