Waverton Investment Management’s Newfield Exploration NFX Stock Holding History

Waverton Investment Management’s Portfolio NFX Stock Details NFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-20,452	Closed	-$300K	–	81
2018 Q4	$300K	Buy	20,452 +1,041	+5%	+$20.9K	0.02%	72
2018 Q3	$560K	Hold	19,411	–	–	0.03%	66
2018 Q2	$587K	Buy	19,411 +1,483	+8%	+$41.9K	0.03%	66
2018 Q1	$438K	Buy	17,928 +2,260	+14%	+$63.4K	0.03%	73
2017 Q4	$494K	Buy	+15,668	New	+$475K	0.03%	75

Other funds holding NFX

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

ECM

Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Waverton Investment Management's NFX Position: Q1 2019 in Review

Waverton Investment Management sold out of Newfield Exploration (NFX) in Q1 2019, closing a stake of 20,452 shares — an estimated $300K sold.

Waverton Investment Management first reported a position in NFX in Q4 2017 and held it in 5 quarters. The position peaked at $587K in Q2 2018. 6 funds tracked by Wall St. Rank hold NFX as of Q1 2019.

Waverton Investment Management reported no remaining Newfield Exploration position as of Q1 2019 after selling out during the quarter.
Waverton Investment Management sold 20,452 Newfield Exploration shares in Q1 2019, an estimated $300K.
Waverton Investment Management first reported a position in Newfield Exploration in Q4 2017 and held it in 5 quarters.
Waverton Investment Management's Newfield Exploration position peaked at $587K in Q2 2018.
6 funds tracked by Wall St. Rank held Newfield Exploration as of Q1 2019.

Based on Waverton Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.