SSWM
CXO

Sheets Smith Wealth Management’s CONCHO RESOURCES INC. CXO Stock Holding History

Sheets Smith Wealth Management’s Portfolio CXO Stock Details CXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,272
Closed -$500K – 339
2018
Q3 		$500K Buy
+3,272
New +$461K 0.1% 215

Other funds holding CXO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sheets Smith Wealth Management's CXO Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of CONCHO RESOURCES INC. (CXO) in Q4 2018, closing a stake of 3,272 shares — an estimated $500K sold.

Sheets Smith Wealth Management first reported a position in CXO in Q3 2018 and held it in 1 quarter. The position peaked at $500K in Q3 2018. 530 funds tracked by Wall St. Rank hold CXO as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining CONCHO RESOURCES INC. position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,272 CONCHO RESOURCES INC. shares in Q4 2018, an estimated $500K.
  • Sheets Smith Wealth Management first reported a position in CONCHO RESOURCES INC. in Q3 2018 and held it in 1 quarter.
  • Sheets Smith Wealth Management's CONCHO RESOURCES INC. position peaked at $500K in Q3 2018.
  • 530 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.