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	–	855
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Evercore Wealth Management sold out of CIMAREX ENERGY CO (XEC) in Q1 2018, closing a stake of 591 shares — an estimated $72K sold.

Evercore Wealth Management first reported a position in XEC in Q2 2013 and held it in 19 quarters. The position peaked at $698K in Q1 2014. 495 funds tracked by Wall St. Rank hold XEC as of Q1 2018.

Evercore Wealth Management reported no remaining CIMAREX ENERGY CO position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 591 CIMAREX ENERGY CO shares in Q1 2018, an estimated $72K.
Evercore Wealth Management first reported a position in CIMAREX ENERGY CO in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's CIMAREX ENERGY CO position peaked at $698K in Q1 2014.
495 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q1 2018.

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