LWA
WPX

Lenox Wealth Advisors’s WPX Energy, Inc. WPX Stock Holding History

Lenox Wealth Advisors’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
2017
Q4 		– Sell
-244
Closed -$3K – 478
2017
Q3 		$3K Buy
+244
New +$2.5K ﹤0.01% 127
2016
Q1 		– Sell
-50
Closed – – 437
2015
Q4 		$0 Buy
+50
New +$372 ﹤0.01% 573

Other funds holding WPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Brenham Capital Management Dallas, Texas $660M AUM 70.79% 1-Year Est. Return

Lenox Wealth Advisors's WPX Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of WPX Energy, Inc. (WPX) in Q4 2017, closing a stake of 244 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in WPX in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 364 funds tracked by Wall St. Rank hold WPX as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining WPX Energy, Inc. position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 244 WPX Energy, Inc. shares in Q4 2017, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in WPX Energy, Inc. in Q4 2015 and held it in 2 quarters.
  • Lenox Wealth Advisors's WPX Energy, Inc. position peaked at $3K in Q3 2017.
  • 364 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.