Creative Planning
XEC

Creative Planning’s CIMAREX ENERGY CO XEC Stock Holding History

Creative Planning’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
2019
Q2 		– Sell
-3,020
Closed -$211K – 2158
2019
Q1 		$211K Buy
+3,020
New +$217K ﹤0.01% 1554
2018
Q4 		– Sell
-4,620
Closed -$429K – 2160
2018
Q3 		$429K Buy
4,620
+79
+2% +$7.25K ﹤0.01% 1180
2018
Q2 		$462K Buy
4,541
+1,502
+49% +$143K ﹤0.01% 1110
2018
Q1 		$284K Sell
3,039
-2,059
-40% -$219K ﹤0.01% 1375
2017
Q4 		$622K Buy
5,098
+1,698
+50% +$198K ﹤0.01% 949
2017
Q3 		$386K Buy
3,400
+39
+1% +$3.89K ﹤0.01% 1176
2017
Q2 		$316K Sell
3,361
-2,652
-44% -$292K ﹤0.01% 1267
2017
Q1 		$718K Buy
6,013
+3,750
+166% +$487K ﹤0.01% 802
2016
Q4 		$307K Buy
2,263
+82
+4% +$11K ﹤0.01% 1172
2016
Q3 		$293K Sell
2,181
-412
-16% -$51.7K ﹤0.01% 1197
2016
Q2 		$309K Buy
2,593
+463
+22% +$51.9K ﹤0.01% 1026
2016
Q1 		$207K Buy
2,130
+24
+1% +$2.11K ﹤0.01% 1198
2015
Q4 		$188K Sell
2,106
-400
-16% -$44.5K ﹤0.01% 1237
2015
Q3 		$257K Buy
+2,506
New +$267K ﹤0.01% 1048
2015
Q2 		– Sell
-3,897
Closed -$448K – 3365
2015
Q1 		$448K Buy
3,897
+1,449
+59% +$155K ﹤0.01% 786
2014
Q4 		$259K Buy
2,448
+105
+4% +$11.6K ﹤0.01% 1003
2014
Q3 		$296K Buy
2,343
+753
+47% +$104K ﹤0.01% 868
2014
Q2 		$228K Buy
1,590
+574
+56% +$73K ﹤0.01% 962
2014
Q1 		$121K Buy
1,016
+510
+101% +$54.7K ﹤0.01% 1278
2013
Q4 		$53K Hold
506
– – ﹤0.01% 1573
2013
Q3 		$49K Buy
506
+212
+72% +$17.2K ﹤0.01% 1522
2013
Q2 		$19K Buy
+294
New +$20.9K ﹤0.01% 1970

Other funds holding XEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Creative Planning's XEC Position: Q2 2019 in Review

Creative Planning sold out of CIMAREX ENERGY CO (XEC) in Q2 2019, closing a stake of 3,020 shares — an estimated $211K sold.

Creative Planning first reported a position in XEC in Q2 2013 and held it in 22 quarters. The position peaked at $718K in Q1 2017. 435 funds tracked by Wall St. Rank hold XEC as of Q2 2019.

  • Creative Planning reported no remaining CIMAREX ENERGY CO position as of Q2 2019 after selling out during the quarter.
  • Creative Planning sold 3,020 CIMAREX ENERGY CO shares in Q2 2019, an estimated $211K.
  • Creative Planning first reported a position in CIMAREX ENERGY CO in Q2 2013 and held it in 22 quarters.
  • Creative Planning's CIMAREX ENERGY CO position peaked at $718K in Q1 2017.
  • 435 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q2 2019.

Based on Creative Planning's 13F filing for Q2 2019, filed 26 Jul 2019.