EWM
XEC

Evercore Wealth Management’s CIMAREX ENERGY CO XEC Stock Holding History

Evercore Wealth Management’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
2018
Q1 		– Sell
-591
Closed -$72K – 856
2017
Q4 		$72K Buy
591
+375
+174% +$43.7K ﹤0.01% 525
2017
Q3 		$25K Hold
216
– – ﹤0.01% 676
2017
Q2 		$21K Sell
216
-416
-66% -$45.8K ﹤0.01% 718
2017
Q1 		$76K Buy
632
+120
+23% +$15.6K ﹤0.01% 532
2016
Q4 		$69K Hold
512
– – ﹤0.01% 548
2016
Q3 		$69K Hold
512
– – ﹤0.01% 544
2016
Q2 		$61K Hold
512
– – ﹤0.01% 541
2016
Q1 		$49K Sell
512
-3,385
-87% -$298K ﹤0.01% 569
2015
Q4 		$348K Hold
3,897
– – 0.02% 298
2015
Q3 		$400K Sell
3,897
-550
-12% -$58.6K 0.02% 282
2015
Q2 		$491K Sell
4,447
-200
-4% -$23.9K 0.02% 273
2015
Q1 		$534K Hold
4,647
– – 0.02% 264
2014
Q4 		$493K Buy
4,647
+200
+4% +$22.2K 0.02% 240
2014
Q3 		$562K Hold
4,447
– – 0.03% 247
2014
Q2 		$638K Sell
4,447
-1,419
-24% -$181K 0.03% 238
2014
Q1 		$698K Hold
5,866
– – 0.04% 219
2013
Q4 		$614K Hold
5,866
– – 0.03% 238
2013
Q3 		$564K Hold
5,866
– – 0.03% 264
2013
Q2 		$380K Buy
+5,866
New +$417K 0.02% 319

Other funds holding XEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return