WAM
NFX

Wealthspire Advisors (Maryland)’s Newfield Exploration NFX Stock Holding History

Wealthspire Advisors (Maryland)’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
-2,680
Closed -$39K – 2672
2018
Q4 		$39K Buy
2,680
+1,491
+125% +$30K ﹤0.01% 965
2018
Q3 		$34K Buy
1,189
+228
+24% +$6.41K ﹤0.01% 1103
2018
Q2 		$29K Buy
961
+286
+42% +$8.09K ﹤0.01% 1179
2018
Q1 		$16K Sell
675
-529
-44% -$14.8K ﹤0.01% 1387
2017
Q4 		$38K Buy
1,204
+350
+41% +$10.6K ﹤0.01% 1120
2017
Q3 		$25K Buy
854
+308
+56% +$8.27K ﹤0.01% 1230
2017
Q2 		$16K Buy
546
+213
+64% +$7.01K ﹤0.01% 1356
2017
Q1 		$12K Buy
333
+5
+2% +$195 ﹤0.01% 1283
2016
Q4 		$13K Sell
328
-590
-64% -$25.1K ﹤0.01% 1150
2016
Q3 		$40K Buy
918
+737
+407% +$32.4K 0.01% 841
2016
Q2 		$8K Buy
181
+8
+5% +$307 ﹤0.01% 1250
2016
Q1 		$6K Sell
173
-56
-24% -$1.58K ﹤0.01% 1318
2015
Q4 		$7K Buy
+229
New +$8.53K ﹤0.01% 1289

Other funds holding NFX

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
Barclays
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NFX Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Newfield Exploration (NFX) in Q1 2019, closing a stake of 2,680 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in NFX in Q4 2015 and held it in 13 quarters. The position peaked at $40K in Q3 2016. 6 funds tracked by Wall St. Rank hold NFX as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Newfield Exploration position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,680 Newfield Exploration shares in Q1 2019, an estimated $39K.
  • Wealthspire Advisors (Maryland) first reported a position in Newfield Exploration in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Newfield Exploration position peaked at $40K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Newfield Exploration as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.