SBIA
WPX

Sheaff Brock Investment Advisors’s WPX Energy, Inc. WPX Stock Holding History

Sheaff Brock Investment Advisors’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
2016
Q3 		– Sell
-11,164
Closed -$104K – 610
2016
Q2 		$104K Sell
11,164
-5,000
-31% -$45.1K 0.01% 543
2016
Q1 		$113K Buy
16,164
+300
+2% +$1.53K 0.01% 552
2015
Q4 		$91K Buy
+15,864
New +$118K 0.01% 590

Other funds holding WPX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FRGX
First Reserve GP XII Stamford, Connecticut $3.16M AUM 24.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return

Sheaff Brock Investment Advisors's WPX Position: Q3 2016 in Review

Sheaff Brock Investment Advisors sold out of WPX Energy, Inc. (WPX) in Q3 2016, closing a stake of 11,164 shares — an estimated $104K sold.

Sheaff Brock Investment Advisors first reported a position in WPX in Q4 2015 and held it in 3 quarters. The position peaked at $113K in Q1 2016. 323 funds tracked by Wall St. Rank hold WPX as of Q3 2016.

  • Sheaff Brock Investment Advisors reported no remaining WPX Energy, Inc. position as of Q3 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 11,164 WPX Energy, Inc. shares in Q3 2016, an estimated $104K.
  • Sheaff Brock Investment Advisors first reported a position in WPX Energy, Inc. in Q4 2015 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's WPX Energy, Inc. position peaked at $113K in Q1 2016.
  • 323 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q3 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2016, filed 8 Nov 2016.