JWA
NFX

JFS Wealth Advisors’s Newfield Exploration NFX Stock Holding History

JFS Wealth Advisors’s Portfolio NFX Stock Details NFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,632
Closed -$60K – 548
2014
Q3 		$60K Hold
1,632
– – 0.01% 166
2014
Q2 		$72K Buy
+1,632
New +$58.5K 0.01% 149

Other funds holding NFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JFS Wealth Advisors's NFX Position: Q4 2014 in Review

JFS Wealth Advisors sold out of Newfield Exploration (NFX) in Q4 2014, closing a stake of 1,632 shares — an estimated $60K sold.

JFS Wealth Advisors first reported a position in NFX in Q2 2014 and held it in 2 quarters. The position peaked at $72K in Q2 2014. 342 funds tracked by Wall St. Rank hold NFX as of Q4 2014.

  • JFS Wealth Advisors reported no remaining Newfield Exploration position as of Q4 2014 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,632 Newfield Exploration shares in Q4 2014, an estimated $60K.
  • JFS Wealth Advisors first reported a position in Newfield Exploration in Q2 2014 and held it in 2 quarters.
  • JFS Wealth Advisors's Newfield Exploration position peaked at $72K in Q2 2014.
  • 342 funds tracked by Wall St. Rank held Newfield Exploration as of Q4 2014.

Based on JFS Wealth Advisors's 13F filing for Q4 2014, filed 23 Jan 2015.