Needham Investment Management’s WPX Energy, Inc. WPX Stock Holding History

Needham Investment 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
2015 Q4	–	Sell	-199,100	Closed	-$1.32M	–	105
2015 Q3	$1.32M	Sell	199,100 -22,500	-10%	-$188K	0.33%	57
2015 Q2	$2.72M	Buy	221,600 +38,000	+21%	+$501K	0.59%	49
2015 Q1	$2.01M	Buy	183,600 +13,000	+8%	+$149K	0.43%	51
2014 Q4	$1.98M	Hold	170,600	–	–	0.42%	50
2014 Q3	$4.1M	Hold	170,600	–	–	0.91%	34
2014 Q2	$4.08M	Hold	170,600	–	–	0.85%	35
2014 Q1	$3.08M	Hold	170,600	–	–	0.65%	43
2013 Q4	$3.48M	Buy	170,600 +14,000	+9%	+$280K	0.72%	42
2013 Q3	$3.02M	Buy	156,600 +10,000	+7%	+$192K	0.67%	42
2013 Q2	$2.78M	Buy	+146,600	New	+$2.62M	0.65%	43

Other funds holding WPX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Needham Investment Management's WPX Position: Q4 2015 in Review

Needham Investment Management sold out of WPX Energy, Inc. (WPX) in Q4 2015, closing a stake of 199,100 shares — an estimated $1.32M sold.

Needham Investment Management first reported a position in WPX in Q2 2013 and held it in 10 quarters. The position peaked at $4.1M in Q3 2014. 311 funds tracked by Wall St. Rank hold WPX as of Q4 2015.

Needham Investment Management reported no remaining WPX Energy, Inc. position as of Q4 2015 after selling out during the quarter.
Needham Investment Management sold 199,100 WPX Energy, Inc. shares in Q4 2015, an estimated $1.32M.
Needham Investment Management first reported a position in WPX Energy, Inc. in Q2 2013 and held it in 10 quarters.
Needham Investment Management's WPX Energy, Inc. position peaked at $4.1M in Q3 2014.
311 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2015.

Based on Needham Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.