Jones Financial Companies
WPX

Jones Financial Companies’s WPX Energy, Inc. WPX Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-1,400
Closed -$27K – 589
2013
Q3 		$27K Hold
1,400
– – ﹤0.01% 388
2013
Q2 		$27K Buy
+1,400
New +$25K ﹤0.01% 410

Other funds holding WPX

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TCA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BWCA
Brenner West Capital Advisors New York $804M AUM 16.19% 1-Year Est. Return

Jones Financial Companies's WPX Position: Q4 2013 in Review

Jones Financial Companies sold out of WPX Energy, Inc. (WPX) in Q4 2013, closing a stake of 1,400 shares — an estimated $27K sold.

Jones Financial Companies first reported a position in WPX in Q2 2013 and held it in 2 quarters. The position peaked at $27K in Q3 2013. 354 funds tracked by Wall St. Rank hold WPX as of Q4 2013.

  • Jones Financial Companies reported no remaining WPX Energy, Inc. position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,400 WPX Energy, Inc. shares in Q4 2013, an estimated $27K.
  • Jones Financial Companies first reported a position in WPX Energy, Inc. in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's WPX Energy, Inc. position peaked at $27K in Q3 2013.
  • 354 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.