Evercore Wealth Management’s WPX Energy, Inc. WPX Stock Holding History

Evercore Wealth Management’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 Q1	–	Sell	-499	Closed	-$7K	–	864
2017 Q4	$7K	Hold	499	–	–	﹤0.01%	842
2017 Q3	$6K	Hold	499	–	–	﹤0.01%	838
2017 Q2	$5K	Hold	499	–	–	﹤0.01%	899
2017 Q1	$6K	Sell	499 -9,513	-95%	-$127K	﹤0.01%	874
2016 Q4	$145K	Buy	10,012 +9,513	+1,906%	+$126K	0.01%	432
2016 Q3	$6K	Sell	499 -166	-25%	-$1.84K	﹤0.01%	924
2016 Q2	$7K	Hold	665	–	–	﹤0.01%	890
2016 Q1	$4K	Hold	665	–	–	﹤0.01%	892
2015 Q4	$4K	Buy	665 +100	+18%	+$743	﹤0.01%	953
2015 Q3	$3K	Sell	565 -16	-3%	-$134	﹤0.01%	915
2015 Q2	$7K	Sell	581 -66	-10%	-$870	﹤0.01%	968
2015 Q1	$8K	Buy	647 +66	+11%	+$755	﹤0.01%	897
2014 Q4	$7K	Sell	581 -66	-10%	-$1.05K	﹤0.01%	777
2014 Q3	$16K	Hold	647	–	–	﹤0.01%	769
2014 Q2	$16K	Hold	647	–	–	﹤0.01%	775
2014 Q1	$11K	Sell	647 -6,771	-91%	-$125K	﹤0.01%	821
2013 Q4	$149K	Sell	7,418 -840	-10%	-$16.8K	0.01%	400
2013 Q3	$157K	Sell	8,258 -176	-2%	-$3.38K	0.01%	422
2013 Q2	$158K	Buy	+8,434	New	+$151K	0.01%	429

Other funds holding WPX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

SCM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Evercore Wealth Management's WPX Position: Q1 2018 in Review

Evercore Wealth Management sold out of WPX Energy, Inc. (WPX) in Q1 2018, closing a stake of 499 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in WPX in Q2 2013 and held it in 19 quarters. The position peaked at $158K in Q2 2013. 388 funds tracked by Wall St. Rank hold WPX as of Q1 2018.

Evercore Wealth Management reported no remaining WPX Energy, Inc. position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 499 WPX Energy, Inc. shares in Q1 2018, an estimated $7K.
Evercore Wealth Management first reported a position in WPX Energy, Inc. in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's WPX Energy, Inc. position peaked at $158K in Q2 2013.
388 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.