EWM
CXO

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

Evercore 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
2017
Q3 		– Sell
-115
Closed -$14K – 967
2017
Q2 		$14K Buy
115
+75
+188% +$9.48K ﹤0.01% 778
2017
Q1 		$5K Sell
40
-13
-25% -$1.75K ﹤0.01% 891
2016
Q4 		$7K Buy
53
+13
+33% +$1.77K ﹤0.01% 862
2016
Q3 		$5K Hold
40
– – ﹤0.01% 944
2016
Q2 		$5K Hold
40
– – ﹤0.01% 931
2016
Q1 		$4K Buy
+40
New +$3.68K ﹤0.01% 891

Other funds holding CXO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Evercore Wealth Management's CXO Position: Q3 2017 in Review

Evercore Wealth Management sold out of CONCHO RESOURCES INC. (CXO) in Q3 2017, closing a stake of 115 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in CXO in Q1 2016 and held it in 6 quarters. The position peaked at $14K in Q2 2017. 422 funds tracked by Wall St. Rank hold CXO as of Q3 2017.

  • Evercore Wealth Management reported no remaining CONCHO RESOURCES INC. position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 115 CONCHO RESOURCES INC. shares in Q3 2017, an estimated $14K.
  • Evercore Wealth Management first reported a position in CONCHO RESOURCES INC. in Q1 2016 and held it in 6 quarters.
  • Evercore Wealth Management's CONCHO RESOURCES INC. position peaked at $14K in Q2 2017.
  • 422 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.