GWM
CXO

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

Gupta 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
2016
Q1 		$30K Hold
300
– – 0.01% 570
2015
Q4 		$28K Hold
300
– – 0.01% 585
2015
Q3 		$29K Hold
300
– – 0.01% 592
2015
Q2 		$34K Buy
+300
New +$36.4K 0.01% 570

Other funds holding CXO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gupta Wealth Management's CXO Position: Q1 2016 in Review

Gupta Wealth Management held its CONCHO RESOURCES INC. (CXO) position steady in Q1 2016 at 300 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #570.

Gupta Wealth Management first reported a position in CXO in Q2 2015 and has held it in 4 quarters since. The position peaked at $34K in Q2 2015. 426 funds tracked by Wall St. Rank hold CXO as of Q1 2016.

  • Gupta Wealth Management held 300 shares of CONCHO RESOURCES INC. worth $30K as of Q1 2016.
  • Gupta Wealth Management left its CONCHO RESOURCES INC. share count unchanged in Q1 2016.
  • CONCHO RESOURCES INC. made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #570 holding.
  • Gupta Wealth Management first reported a position in CONCHO RESOURCES INC. in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's CONCHO RESOURCES INC. position peaked at $34K in Q2 2015.
  • 426 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.