Next Financial Group’s WPX Energy, Inc. WPX Stock Holding History

Next Financial Group’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
2020 Q2	–	Sell	-3	Closed	–	–	2114
2020 Q1	$0	Sell	3 -47	-94%	-$443	﹤0.01%	2504
2019 Q4	$1K	Hold	50	–	–	﹤0.01%	2322
2019 Q3	$1K	Hold	50	–	–	﹤0.01%	2282
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	2279
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	1607
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	1919
2018 Q3	$1K	Buy	+50	New	+$927	﹤0.01%	1447
2017 Q1	–	Sell	-284	Closed	-$4K	–	2401
2016 Q4	$4K	Hold	284	–	–	﹤0.01%	2036
2016 Q3	$4K	Buy	284 +192	+209%	+$2.13K	﹤0.01%	2028
2016 Q2	$0	Hold	92	–	–	﹤0.01%	1886
2016 Q1	$0	Buy	+92	New	+$469	﹤0.01%	1908
2015 Q3	–	Sell	-230	Closed	-$2K	–	2002
2015 Q2	$2K	Hold	230	–	–	﹤0.01%	1715
2015 Q1	$2K	Hold	230	–	–	﹤0.01%	1729
2014 Q4	$3K	Sell	230 -234	-50%	-$3.73K	﹤0.01%	1682
2014 Q3	$11K	Buy	+464	New	+$11K	﹤0.01%	1725

Other funds holding WPX

EECFX

EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SCM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Next Financial Group's WPX Position: Q2 2020 in Review

Next Financial Group sold out of WPX Energy, Inc. (WPX) in Q2 2020, closing a stake of 3 shares.

Next Financial Group first reported a position in WPX in Q3 2014 and held it in 15 quarters. The position peaked at $11K in Q3 2014. 372 funds tracked by Wall St. Rank hold WPX as of Q2 2020.

Next Financial Group reported no remaining WPX Energy, Inc. position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 3 WPX Energy, Inc. shares in Q2 2020.
Next Financial Group first reported a position in WPX Energy, Inc. in Q3 2014 and held it in 15 quarters.
Next Financial Group's WPX Energy, Inc. position peaked at $11K in Q3 2014.
372 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.