SSWM
XEC

Sheets Smith Wealth Management’s CIMAREX ENERGY CO XEC Stock Holding History

Sheets Smith Wealth Management’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
2017
Q2 		– Sell
-3,837
Closed -$458K – 320
2017
Q1 		$458K Sell
3,837
-35
-0.9% -$4.54K 0.12% 188
2016
Q4 		$526K Buy
+3,872
New +$518K 0.15% 184

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sheets Smith Wealth Management's XEC Position: Q2 2017 in Review

Sheets Smith Wealth Management sold out of CIMAREX ENERGY CO (XEC) in Q2 2017, closing a stake of 3,837 shares — an estimated $458K sold.

Sheets Smith Wealth Management first reported a position in XEC in Q4 2016 and held it in 2 quarters. The position peaked at $526K in Q4 2016. 464 funds tracked by Wall St. Rank hold XEC as of Q2 2017.

  • Sheets Smith Wealth Management reported no remaining CIMAREX ENERGY CO position as of Q2 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,837 CIMAREX ENERGY CO shares in Q2 2017, an estimated $458K.
  • Sheets Smith Wealth Management first reported a position in CIMAREX ENERGY CO in Q4 2016 and held it in 2 quarters.
  • Sheets Smith Wealth Management's CIMAREX ENERGY CO position peaked at $526K in Q4 2016.
  • 464 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q2 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2017, filed 19 Jul 2017.