MFW
WPX

Mosaic Family Wealth’s WPX Energy, Inc. WPX Stock Holding History

Mosaic Family Wealth’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
2018
Q3 		– Sell
-270
Closed -$5K – 694
2018
Q2 		$5K Hold
270
– – ﹤0.01% 593
2018
Q1 		$4K Hold
270
– – ﹤0.01% 605
2017
Q4 		$4K Hold
270
– – ﹤0.01% 620
2017
Q3 		$3K Buy
+270
New +$2.76K ﹤0.01% 813

Other funds holding WPX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mosaic Family Wealth's WPX Position: Q3 2018 in Review

Mosaic Family Wealth sold out of WPX Energy, Inc. (WPX) in Q3 2018, closing a stake of 270 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in WPX in Q3 2017 and held it in 4 quarters. The position peaked at $5K in Q2 2018. 425 funds tracked by Wall St. Rank hold WPX as of Q3 2018.

  • Mosaic Family Wealth reported no remaining WPX Energy, Inc. position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 270 WPX Energy, Inc. shares in Q3 2018, an estimated $5K.
  • Mosaic Family Wealth first reported a position in WPX Energy, Inc. in Q3 2017 and held it in 4 quarters.
  • Mosaic Family Wealth's WPX Energy, Inc. position peaked at $5K in Q2 2018.
  • 425 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.