EWM
CXO

Edge Wealth Management’s CONCHO RESOURCES INC. CXO Stock Holding History

Edge Wealth Management’s Portfolio CXO Stock Details CXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-40
Closed -$5K – 435
2014
Q1 		$5K Buy
+40
New +$4.4K ﹤0.01% 325

Other funds holding CXO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Edge Wealth Management's CXO Position: Q2 2014 in Review

Edge Wealth Management sold out of CONCHO RESOURCES INC. (CXO) in Q2 2014, closing a stake of 40 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in CXO in Q1 2014 and held it in 1 quarter. The position peaked at $5K in Q1 2014. 329 funds tracked by Wall St. Rank hold CXO as of Q2 2014.

  • Edge Wealth Management reported no remaining CONCHO RESOURCES INC. position as of Q2 2014 after selling out during the quarter.
  • Edge Wealth Management sold 40 CONCHO RESOURCES INC. shares in Q2 2014, an estimated $5K.
  • Edge Wealth Management first reported a position in CONCHO RESOURCES INC. in Q1 2014 and held it in 1 quarter.
  • Edge Wealth Management's CONCHO RESOURCES INC. position peaked at $5K in Q1 2014.
  • 329 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q2 2014.

Based on Edge Wealth Management's 13F filing for Q2 2014, filed 11 Jul 2014.