STA
WPX

Summit Trail Advisors’s WPX Energy, Inc. WPX Stock Holding History

Summit Trail 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
2019
Q1 		– Sell
-30,008
Closed -$341K – 140
2018
Q4 		$341K Buy
30,008
+6,808
+29% +$103K 0.12% 72
2018
Q3 		$467K Hold
23,200
– – 0.1% 109
2018
Q2 		$418K Buy
23,200
+5,357
+30% +$91.7K 0.15% 82
2018
Q1 		$10K Buy
17,843
+17,530
+5,601% +$253K ﹤0.01% 412
2017
Q4 		$5K Buy
+313
New +$3.79K ﹤0.01% 1445

Other funds holding WPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's WPX Position: Q1 2019 in Review

Summit Trail Advisors sold out of WPX Energy, Inc. (WPX) in Q1 2019, closing a stake of 30,008 shares — an estimated $341K sold.

Summit Trail Advisors first reported a position in WPX in Q4 2017 and held it in 5 quarters. The position peaked at $467K in Q3 2018. 416 funds tracked by Wall St. Rank hold WPX as of Q1 2019.

  • Summit Trail Advisors reported no remaining WPX Energy, Inc. position as of Q1 2019 after selling out during the quarter.
  • Summit Trail Advisors sold 30,008 WPX Energy, Inc. shares in Q1 2019, an estimated $341K.
  • Summit Trail Advisors first reported a position in WPX Energy, Inc. in Q4 2017 and held it in 5 quarters.
  • Summit Trail Advisors's WPX Energy, Inc. position peaked at $467K in Q3 2018.
  • 416 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2019.

Based on Summit Trail Advisors's 13F filing for Q1 2019, filed 16 May 2019.