Heritage Trust’s WPX Energy, Inc. WPX Stock Holding History

Heritage Trust’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 Q4	–	Sell	-166	Closed	-$3K	–	462
2018 Q3	$3K	Buy	+166	New	+$3.08K	﹤0.01%	391

Other funds holding WPX

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Heritage Trust's WPX Position: Q4 2018 in Review

Heritage Trust sold out of WPX Energy, Inc. (WPX) in Q4 2018, closing a stake of 166 shares — an estimated $3K sold.

Heritage Trust first reported a position in WPX in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 411 funds tracked by Wall St. Rank hold WPX as of Q4 2018.

Heritage Trust reported no remaining WPX Energy, Inc. position as of Q4 2018 after selling out during the quarter.
Heritage Trust sold 166 WPX Energy, Inc. shares in Q4 2018, an estimated $3K.
Heritage Trust first reported a position in WPX Energy, Inc. in Q3 2018 and held it in 1 quarter.
Heritage Trust's WPX Energy, Inc. position peaked at $3K in Q3 2018.
411 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2018.

Based on Heritage Trust's 13F filing for Q4 2018, filed 18 Jan 2019.