Homrich & Berg’s WPX Energy, Inc. WPX Stock Holding History

Homrich & Berg’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
2016 Q4	–	Sell	-16,299	Closed	-$215K	–	288
2016 Q3	$215K	Sell	16,299 -49,776	-75%	-$553K	0.02%	257
2016 Q2	$615K	Sell	66,075 -19,962	-23%	-$180K	0.06%	121
2016 Q1	$601K	Buy	+86,037	New	+$439K	0.06%	127

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FRGX

First Reserve GP XII Stamford, Connecticut $3.16M AUM 24.66% 1-Year Est. Return

Homrich & Berg's WPX Position: Q4 2016 in Review

Homrich & Berg sold out of WPX Energy, Inc. (WPX) in Q4 2016, closing a stake of 16,299 shares — an estimated $215K sold.

Homrich & Berg first reported a position in WPX in Q1 2016 and held it in 3 quarters. The position peaked at $615K in Q2 2016. 354 funds tracked by Wall St. Rank hold WPX as of Q4 2016.

Homrich & Berg reported no remaining WPX Energy, Inc. position as of Q4 2016 after selling out during the quarter.
Homrich & Berg sold 16,299 WPX Energy, Inc. shares in Q4 2016, an estimated $215K.
Homrich & Berg first reported a position in WPX Energy, Inc. in Q1 2016 and held it in 3 quarters.
Homrich & Berg's WPX Energy, Inc. position peaked at $615K in Q2 2016.
354 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2016.

Based on Homrich & Berg's 13F filing for Q4 2016, filed 10 Feb 2017.