IWMPD
CXO

Integrated Wealth Management (Palm Desert)’s CONCHO RESOURCES INC. CXO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-30
Closed -$3K – 1508
2015
Q1 		$3K Buy
+30
New +$3.27K ﹤0.01% 1056

Other funds holding CXO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CXO Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of CONCHO RESOURCES INC. (CXO) in Q2 2015, closing a stake of 30 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CXO in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 349 funds tracked by Wall St. Rank hold CXO as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining CONCHO RESOURCES INC. position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 30 CONCHO RESOURCES INC. shares in Q2 2015, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in CONCHO RESOURCES INC. in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s CONCHO RESOURCES INC. position peaked at $3K in Q1 2015.
  • 349 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.