Loring Wolcott & Coolidge Fiduciary Advisors’s WPX Energy, Inc. WPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,500
| Closed | -$45K | – | 778 |
|
|
2020
Q4 | $45K | Hold |
5,500
| – | – | ﹤0.01% | 439 |
|
|
2020
Q3 | $27K | Hold |
5,500
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $35K | Hold |
5,500
| – | – | ﹤0.01% | 410 |
|
|
2020
Q1 | $17K | Hold |
5,500
| – | – | ﹤0.01% | 487 |
|
|
2019
Q4 | $76K | Hold |
5,500
| – | – | ﹤0.01% | 384 |
|
|
2019
Q3 | $58K | Buy |
+5,500
| New | +$58K | ﹤0.01% | 397 |
|
|
2018
Q3 | – | Sell |
-2,000
| Closed | -$36K | – | 687 |
|
|
2018
Q2 | $36K | Sell |
2,000
-1,666
| -45% | -$28.5K | ﹤0.01% | 461 |
|
|
2018
Q1 | $54K | Hold |
3,666
| – | – | ﹤0.01% | 437 |
|
|
2017
Q4 | $52K | Hold |
3,666
| – | – | ﹤0.01% | 428 |
|
|
2017
Q3 | $42K | Hold |
3,666
| – | – | ﹤0.01% | 443 |
|
|
2017
Q2 | $40K | Hold |
3,666
| – | – | ﹤0.01% | 436 |
|
|
2017
Q1 | $49K | Hold |
3,666
| – | – | ﹤0.01% | 415 |
|
|
2016
Q4 | $53K | Hold |
3,666
| – | – | ﹤0.01% | 386 |
|
|
2016
Q3 | $48K | Hold |
3,666
| – | – | ﹤0.01% | 400 |
|
|
2016
Q2 | $34K | Hold |
3,666
| – | – | ﹤0.01% | 434 |
|
|
2016
Q1 | $26K | Hold |
3,666
| – | – | ﹤0.01% | 463 |
|
|
2015
Q4 | $21K | Buy |
3,666
+2,000
| +120% | +$14.9K | ﹤0.01% | 511 |
|
|
2015
Q3 | $20K | Hold |
1,666
| – | – | ﹤0.01% | 492 |
|
|
2015
Q2 | $20K | Hold |
1,666
| – | – | ﹤0.01% | 492 |
|
|
2015
Q1 | $18K | Hold |
1,666
| – | – | ﹤0.01% | 517 |
|
|
2014
Q4 | $19K | Hold |
1,666
| – | – | ﹤0.01% | 505 |
|
|
2014
Q3 | $40K | Hold |
1,666
| – | – | ﹤0.01% | 434 |
|
|
2014
Q2 | $40K | Hold |
1,666
| – | – | ﹤0.01% | 455 |
|
|
2014
Q1 | $30K | Sell |
1,666
-1,500
| -47% | -$27.7K | ﹤0.01% | 456 |
|
|
2013
Q4 | $65K | Hold |
3,166
| – | – | ﹤0.01% | 372 |
|
|
2013
Q3 | $61K | Hold |
3,166
| – | – | ﹤0.01% | 356 |
|
|
2013
Q2 | $60K | Buy |
+3,166
| New | +$56.5K | ﹤0.01% | 373 |
|
Loring Wolcott & Coolidge Fiduciary Advisors's WPX Position: Q1 2021 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of WPX Energy, Inc. (WPX) in Q1 2021, closing a stake of 5,500 shares — an estimated $45K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WPX in Q2 2013 and held it in 27 quarters. The position peaked at $76K in Q4 2019. 0 funds tracked by Wall St. Rank hold WPX as of Q1 2021.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WPX Energy, Inc. position as of Q1 2021 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 5,500 WPX Energy, Inc. shares in Q1 2021, an estimated $45K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WPX Energy, Inc. in Q2 2013 and held it in 27 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's WPX Energy, Inc. position peaked at $76K in Q4 2019.
- 0 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2021.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.