SWA
XEC

SFMG Wealth Advisors’s CIMAREX ENERGY CO XEC Stock Holding History

SFMG Wealth 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
2015
Q3 		– Sell
-15,523
Closed -$1.71M – 133
2015
Q2 		$1.71M Sell
15,523
-20,291
-57% -$2.42M 0.38% 35
2015
Q1 		$4.12M Buy
35,814
+18,681
+109% +$2M 0.33% 28
2014
Q4 		$1.82M Buy
+17,133
New +$1.9M 0.4% 30

Other funds holding XEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SFMG Wealth Advisors's XEC Position: Q3 2015 in Review

SFMG Wealth Advisors sold out of CIMAREX ENERGY CO (XEC) in Q3 2015, closing a stake of 15,523 shares — an estimated $1.71M sold.

SFMG Wealth Advisors first reported a position in XEC in Q4 2014 and held it in 3 quarters. The position peaked at $4.12M in Q1 2015. 420 funds tracked by Wall St. Rank hold XEC as of Q3 2015.

  • SFMG Wealth Advisors reported no remaining CIMAREX ENERGY CO position as of Q3 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 15,523 CIMAREX ENERGY CO shares in Q3 2015, an estimated $1.71M.
  • SFMG Wealth Advisors first reported a position in CIMAREX ENERGY CO in Q4 2014 and held it in 3 quarters.
  • SFMG Wealth Advisors's CIMAREX ENERGY CO position peaked at $4.12M in Q1 2015.
  • 420 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q3 2015.

Based on SFMG Wealth Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.