OFW
XEC

Omnia Family Wealth’s CIMAREX ENERGY CO XEC Stock Holding History

Omnia Family Wealth’s Portfolio XEC Stock Details XEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-39
Closed -$5K – 750
2017
Q1 		$5K Hold
39
– – ﹤0.01% 414
2016
Q4 		$5K Buy
+39
New +$5.22K ﹤0.01% 404

Other funds holding XEC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Omnia Family Wealth's XEC Position: Q2 2017 in Review

Omnia Family Wealth sold out of CIMAREX ENERGY CO (XEC) in Q2 2017, closing a stake of 39 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in XEC in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 464 funds tracked by Wall St. Rank hold XEC as of Q2 2017.

  • Omnia Family Wealth reported no remaining CIMAREX ENERGY CO position as of Q2 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 39 CIMAREX ENERGY CO shares in Q2 2017, an estimated $5K.
  • Omnia Family Wealth first reported a position in CIMAREX ENERGY CO in Q4 2016 and held it in 2 quarters.
  • Omnia Family Wealth's CIMAREX ENERGY CO position peaked at $5K in Q1 2017.
  • 464 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.