OIA
XEC

Optimum Investment Advisors’s CIMAREX ENERGY CO XEC Stock Holding History

Optimum Investment Advisors’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
2018
Q4 		– Sell
-3,050
Closed -$283K – 1058
2018
Q3 		$283K Sell
3,050
-200
-6% -$18.4K 0.08% 246
2018
Q2 		$331K Buy
3,250
+780
+32% +$74.1K 0.1% 211
2018
Q1 		$231K Hold
2,470
– – 0.07% 263
2017
Q4 		$301K Hold
2,470
– – 0.1% 228
2017
Q3 		$281K Buy
+2,470
New +$246K 0.09% 238
2017
Q2 		– Sell
-1,970
Closed -$235K – 306
2017
Q1 		$235K Buy
1,970
+100
+5% +$13K 0.08% 248
2016
Q4 		$254K Buy
+1,870
New +$250K 0.1% 234

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Optimum Investment Advisors's XEC Position: Q4 2018 in Review

Optimum Investment Advisors sold out of CIMAREX ENERGY CO (XEC) in Q4 2018, closing a stake of 3,050 shares — an estimated $283K sold.

Optimum Investment Advisors first reported a position in XEC in Q4 2016 and held it in 7 quarters. The position peaked at $331K in Q2 2018. 463 funds tracked by Wall St. Rank hold XEC as of Q4 2018.

  • Optimum Investment Advisors reported no remaining CIMAREX ENERGY CO position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 3,050 CIMAREX ENERGY CO shares in Q4 2018, an estimated $283K.
  • Optimum Investment Advisors first reported a position in CIMAREX ENERGY CO in Q4 2016 and held it in 7 quarters.
  • Optimum Investment Advisors's CIMAREX ENERGY CO position peaked at $331K in Q2 2018.
  • 463 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.