PWPS
XEC

Pinnacle Wealth Planning Services’s CIMAREX ENERGY CO XEC Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-446
Closed -$17K – 2250
2020
Q4 		$17K Buy
+446
New +$14.3K ﹤0.01% 1225

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's XEC Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of CIMAREX ENERGY CO (XEC) in Q1 2021, closing a stake of 446 shares — an estimated $17K sold.

Pinnacle Wealth Planning Services first reported a position in XEC in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 384 funds tracked by Wall St. Rank hold XEC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining CIMAREX ENERGY CO position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 446 CIMAREX ENERGY CO shares in Q1 2021, an estimated $17K.
  • Pinnacle Wealth Planning Services first reported a position in CIMAREX ENERGY CO in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's CIMAREX ENERGY CO position peaked at $17K in Q4 2020.
  • 384 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.