Kaizen Advisory’s CIMAREX ENERGY CO XEC Stock Holding History

Kaizen Advisory’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 Q4	$14K	Buy	225 +4	+2%	+$328	0.01%	547
2018 Q3	$21K	Hold	221	–	–	0.01%	519
2018 Q2	$22K	Buy	221 +128	+138%	+$12.2K	0.01%	533
2018 Q1	$9K	Hold	93	–	–	0.01%	516
2017 Q4	$11K	Buy	+93	New	+$10.8K	0.01%	473

Other funds holding XEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Kaizen Advisory's XEC Position: Q4 2018 in Review

Kaizen Advisory increased its CIMAREX ENERGY CO (XEC) stake by 1.8% in Q4 2018, buying an estimated $328 and bringing the position to 225 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #547.

Kaizen Advisory first reported a position in XEC in Q4 2017 and has held it in 5 quarters since. The position peaked at $22K in Q2 2018. 463 funds tracked by Wall St. Rank hold XEC as of Q4 2018.

Kaizen Advisory held 225 shares of CIMAREX ENERGY CO worth $14K as of Q4 2018.
Kaizen Advisory bought 4 CIMAREX ENERGY CO shares in Q4 2018, an estimated $328.
CIMAREX ENERGY CO made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #547 holding.
Kaizen Advisory first reported a position in CIMAREX ENERGY CO in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's CIMAREX ENERGY CO position peaked at $22K in Q2 2018.
463 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.