MWM
WPX

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

Mascoma 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
2017
Q1 		– Sell
-120
Closed -$2K – 388
2016
Q4 		$2K Buy
+120
New +$1.59K ﹤0.01% 350

Other funds holding WPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Mascoma Wealth Management's WPX Position: Q1 2017 in Review

Mascoma Wealth Management sold out of WPX Energy, Inc. (WPX) in Q1 2017, closing a stake of 120 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in WPX in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 357 funds tracked by Wall St. Rank hold WPX as of Q1 2017.

  • Mascoma Wealth Management reported no remaining WPX Energy, Inc. position as of Q1 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 120 WPX Energy, Inc. shares in Q1 2017, an estimated $2K.
  • Mascoma Wealth Management first reported a position in WPX Energy, Inc. in Q4 2016 and held it in 1 quarter.
  • Mascoma Wealth Management's WPX Energy, Inc. position peaked at $2K in Q4 2016.
  • 357 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2017.

Based on Mascoma Wealth Management's 13F filing for Q1 2017, filed 18 Apr 2017.