LWM
XEC

Lenox Wealth Management’s CIMAREX ENERGY CO XEC Stock Holding History

Lenox Wealth Management’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
2020
Q2 		– Sell
-111
Closed -$1K – 817
2020
Q1 		$1K Buy
111
+29
+35% +$1.04K ﹤0.01% 686
2019
Q4 		$4K Hold
82
– – ﹤0.01% 575
2019
Q3 		$3K Buy
+82
New +$3.88K ﹤0.01% 607

Other funds holding XEC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Lenox Wealth Management's XEC Position: Q2 2020 in Review

Lenox Wealth Management sold out of CIMAREX ENERGY CO (XEC) in Q2 2020, closing a stake of 111 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in XEC in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 323 funds tracked by Wall St. Rank hold XEC as of Q2 2020.

  • Lenox Wealth Management reported no remaining CIMAREX ENERGY CO position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 111 CIMAREX ENERGY CO shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Management first reported a position in CIMAREX ENERGY CO in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Management's CIMAREX ENERGY CO position peaked at $4K in Q4 2019.
  • 323 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.