UCFA
CXO

United Capital Financial Advisors’s CONCHO RESOURCES INC. CXO Stock Holding History

United Capital Financial Advisors’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
2019
Q3 		– Sell
-3,443
Closed -$355K – 1533
2019
Q2 		$355K Buy
+3,443
New +$372K ﹤0.01% 1148
2017
Q1 		– Sell
-1,916
Closed -$254K – 1300
2016
Q4 		$254K Buy
+1,916
New +$260K ﹤0.01% 1103

Other funds holding CXO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Capital Financial Advisors's CXO Position: Q3 2019 in Review

United Capital Financial Advisors sold out of CONCHO RESOURCES INC. (CXO) in Q3 2019, closing a stake of 3,443 shares — an estimated $355K sold.

United Capital Financial Advisors first reported a position in CXO in Q4 2016 and held it in 2 quarters. The position peaked at $355K in Q2 2019. 454 funds tracked by Wall St. Rank hold CXO as of Q3 2019.

  • United Capital Financial Advisors reported no remaining CONCHO RESOURCES INC. position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,443 CONCHO RESOURCES INC. shares in Q3 2019, an estimated $355K.
  • United Capital Financial Advisors first reported a position in CONCHO RESOURCES INC. in Q4 2016 and held it in 2 quarters.
  • United Capital Financial Advisors's CONCHO RESOURCES INC. position peaked at $355K in Q2 2019.
  • 454 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.