Carroll Financial Associates’s WPX Energy, Inc. WPX Stock Holding History

Carroll Financial Associates’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
2018 Q2	–	Sell	-333	Closed	-$4K	–	1352
2018 Q1	$4K	Hold	333	–	–	﹤0.01%	1092
2017 Q4	$4K	Hold	333	–	–	﹤0.01%	1067
2017 Q3	$3K	Buy	333 +133	+67%	+$1.36K	﹤0.01%	1086
2017 Q2	$1K	Hold	200	–	–	﹤0.01%	1166
2017 Q1	$2K	Hold	200	–	–	﹤0.01%	1114
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	1069
2016 Q3	$2K	Hold	200	–	–	﹤0.01%	1087
2016 Q2	$1K	Sell	200 -125	-38%	-$1.13K	﹤0.01%	1112
2016 Q1	$2K	Buy	325 +125	+63%	+$638	﹤0.01%	1059
2015 Q4	$1K	Hold	200	–	–	﹤0.01%	1069
2015 Q3	$1K	Hold	200	–	–	﹤0.01%	1046
2015 Q2	$2K	Buy	+200	New	+$2.64K	﹤0.01%	997
2014 Q4	–	Sell	-200	Closed	-$3K	–	922
2014 Q3	$3K	Hold	200	–	–	﹤0.01%	723
2014 Q2	$5K	Hold	200	–	–	﹤0.01%	716
2014 Q1	$4K	Hold	200	–	–	﹤0.01%	696
2013 Q4	$4K	Hold	200	–	–	﹤0.01%	652
2013 Q3	$3K	Hold	200	–	–	﹤0.01%	670
2013 Q2	$3K	Buy	+200	New	+$3.57K	﹤0.01%	533

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SCM

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

Carroll Financial Associates's WPX Position: Q2 2018 in Review

Carroll Financial Associates sold out of WPX Energy, Inc. (WPX) in Q2 2018, closing a stake of 333 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in WPX in Q2 2013 and held it in 18 quarters. The position peaked at $5K in Q2 2014. 400 funds tracked by Wall St. Rank hold WPX as of Q2 2018.

Carroll Financial Associates reported no remaining WPX Energy, Inc. position as of Q2 2018 after selling out during the quarter.
Carroll Financial Associates sold 333 WPX Energy, Inc. shares in Q2 2018, an estimated $4K.
Carroll Financial Associates first reported a position in WPX Energy, Inc. in Q2 2013 and held it in 18 quarters.
Carroll Financial Associates's WPX Energy, Inc. position peaked at $5K in Q2 2014.
400 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q2 2018.

Based on Carroll Financial Associates's 13F filing for Q2 2018, filed 19 Jul 2018.