TW
XEC

Transform Wealth’s CIMAREX ENERGY CO XEC Stock Holding History

Transform Wealth’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
Q1 		– Sell
-10,895
Closed -$1.48M – 233
2016
Q4 		$1.48M Buy
10,895
+318
+3% +$42.6K 0.59% 45
2016
Q3 		$1.42M Buy
10,577
+550
+5% +$69K 0.61% 47
2016
Q2 		$1.2M Buy
+10,027
New +$1.12M 0.5% 69

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Transform Wealth's XEC Position: Q1 2017 in Review

Transform Wealth sold out of CIMAREX ENERGY CO (XEC) in Q1 2017, closing a stake of 10,895 shares — an estimated $1.48M sold.

Transform Wealth first reported a position in XEC in Q2 2016 and held it in 3 quarters. The position peaked at $1.48M in Q4 2016. 481 funds tracked by Wall St. Rank hold XEC as of Q1 2017.

  • Transform Wealth reported no remaining CIMAREX ENERGY CO position as of Q1 2017 after selling out during the quarter.
  • Transform Wealth sold 10,895 CIMAREX ENERGY CO shares in Q1 2017, an estimated $1.48M.
  • Transform Wealth first reported a position in CIMAREX ENERGY CO in Q2 2016 and held it in 3 quarters.
  • Transform Wealth's CIMAREX ENERGY CO position peaked at $1.48M in Q4 2016.
  • 481 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q1 2017.

Based on Transform Wealth's 13F filing for Q1 2017, filed 4 May 2017.