HFP
XEC

Holistic Financial Partners’s CIMAREX ENERGY CO XEC Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-35
Closed -$3K – 398
2018
Q1 		$3K Hold
35
– – ﹤0.01% 415
2017
Q4 		$4K Buy
+35
New +$4.08K ﹤0.01% 405

Other funds holding XEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Holistic Financial Partners's XEC Position: Q2 2018 in Review

Holistic Financial Partners sold out of CIMAREX ENERGY CO (XEC) in Q2 2018, closing a stake of 35 shares — an estimated $3K sold.

Holistic Financial Partners first reported a position in XEC in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 469 funds tracked by Wall St. Rank hold XEC as of Q2 2018.

  • Holistic Financial Partners reported no remaining CIMAREX ENERGY CO position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 35 CIMAREX ENERGY CO shares in Q2 2018, an estimated $3K.
  • Holistic Financial Partners first reported a position in CIMAREX ENERGY CO in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's CIMAREX ENERGY CO position peaked at $4K in Q4 2017.
  • 469 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.