CWM
NFX

Cornerstone Wealth Management’s Newfield Exploration NFX Stock Holding History

Cornerstone Wealth Management’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
2017
Q1 		– Sell
-4,760
Closed -$202K – 356
2016
Q4 		$202K Sell
4,760
-75
-2% -$3.19K 0.06% 271
2016
Q3 		$204K Buy
+4,835
New +$213K 0.08% 258

Other funds holding NFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Cornerstone Wealth Management's NFX Position: Q1 2017 in Review

Cornerstone Wealth Management sold out of Newfield Exploration (NFX) in Q1 2017, closing a stake of 4,760 shares — an estimated $202K sold.

Cornerstone Wealth Management first reported a position in NFX in Q3 2016 and held it in 2 quarters. The position peaked at $204K in Q3 2016. 432 funds tracked by Wall St. Rank hold NFX as of Q1 2017.

  • Cornerstone Wealth Management reported no remaining Newfield Exploration position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,760 Newfield Exploration shares in Q1 2017, an estimated $202K.
  • Cornerstone Wealth Management first reported a position in Newfield Exploration in Q3 2016 and held it in 2 quarters.
  • Cornerstone Wealth Management's Newfield Exploration position peaked at $204K in Q3 2016.
  • 432 funds tracked by Wall St. Rank held Newfield Exploration as of Q1 2017.

Based on Cornerstone Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.