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

Lenox Wealth Management’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
2020 Q1	–	Sell	-29,957	Closed	-$412K	–	789
2019 Q4	$412K	Buy	29,957 +813	+3%	+$8.68K	0.12%	104
2019 Q3	$308K	Buy	29,144 +625	+2%	+$6.59K	0.09%	111
2019 Q2	$328K	Sell	28,519 -1,334	-4%	-$16.6K	0.1%	102
2019 Q1	$391K	Buy	+29,853	New	+$375K	0.12%	95
2014 Q3	–	Sell	-190	Closed	-$5K	–	163
2014 Q2	$5K	Hold	190	–	–	﹤0.01%	145
2014 Q1	$3K	Hold	190	–	–	﹤0.01%	171
2013 Q4	$4K	Buy	+190	New	+$3.79K	﹤0.01%	167

Other funds holding WPX

EECFX

EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Management's WPX Position: Q1 2020 in Review

Lenox Wealth Management sold out of WPX Energy, Inc. (WPX) in Q1 2020, closing a stake of 29,957 shares — an estimated $412K sold.

Lenox Wealth Management first reported a position in WPX in Q4 2013 and held it in 7 quarters. The position peaked at $412K in Q4 2019. 374 funds tracked by Wall St. Rank hold WPX as of Q1 2020.

Lenox Wealth Management reported no remaining WPX Energy, Inc. position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Management sold 29,957 WPX Energy, Inc. shares in Q1 2020, an estimated $412K.
Lenox Wealth Management first reported a position in WPX Energy, Inc. in Q4 2013 and held it in 7 quarters.
Lenox Wealth Management's WPX Energy, Inc. position peaked at $412K in Q4 2019.
374 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.