GWM
XEC

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

Gupta 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
2015
Q4 		– Sell
-500
Closed -$51K – 1386
2015
Q3 		$51K Hold
500
– – 0.01% 448
2015
Q2 		$55K Buy
+500
New +$59.7K 0.01% 454

Other funds holding XEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gupta Wealth Management's XEC Position: Q4 2015 in Review

Gupta Wealth Management sold out of CIMAREX ENERGY CO (XEC) in Q4 2015, closing a stake of 500 shares — an estimated $51K sold.

Gupta Wealth Management first reported a position in XEC in Q2 2015 and held it in 2 quarters. The position peaked at $55K in Q2 2015. 429 funds tracked by Wall St. Rank hold XEC as of Q4 2015.

  • Gupta Wealth Management reported no remaining CIMAREX ENERGY CO position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 500 CIMAREX ENERGY CO shares in Q4 2015, an estimated $51K.
  • Gupta Wealth Management first reported a position in CIMAREX ENERGY CO in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's CIMAREX ENERGY CO position peaked at $55K in Q2 2015.
  • 429 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.