WP
CXO

WealthPLAN Partners’s CONCHO RESOURCES INC. CXO Stock Holding History

WealthPLAN Partners’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
2018
Q3 		– Sell
-1,446
Closed -$200K – 295
2018
Q2 		$200K Sell
1,446
-841
-37% -$120K 0.04% 251
2018
Q1 		$344K Buy
+2,287
New +$349K 0.08% 189

Other funds holding CXO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's CXO Position: Q3 2018 in Review

WealthPLAN Partners sold out of CONCHO RESOURCES INC. (CXO) in Q3 2018, closing a stake of 1,446 shares — an estimated $200K sold.

WealthPLAN Partners first reported a position in CXO in Q1 2018 and held it in 2 quarters. The position peaked at $344K in Q1 2018. 537 funds tracked by Wall St. Rank hold CXO as of Q3 2018.

  • WealthPLAN Partners reported no remaining CONCHO RESOURCES INC. position as of Q3 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 1,446 CONCHO RESOURCES INC. shares in Q3 2018, an estimated $200K.
  • WealthPLAN Partners first reported a position in CONCHO RESOURCES INC. in Q1 2018 and held it in 2 quarters.
  • WealthPLAN Partners's CONCHO RESOURCES INC. position peaked at $344K in Q1 2018.
  • 537 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q3 2018.

Based on WealthPLAN Partners's 13F filing for Q3 2018, filed 21 Nov 2018.