WAM
XEC

Wealthspire Advisors (Maryland)’s CIMAREX ENERGY CO XEC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-950
Closed -$66K – 2380
2019
Q1 		$66K Sell
950
-110
-10% -$7.91K 0.01% 792
2018
Q4 		$65K Buy
1,060
+309
+41% +$25.4K 0.01% 754
2018
Q3 		$70K Buy
751
+517
+221% +$47.5K 0.01% 837
2018
Q2 		$24K Buy
234
+4
+2% +$380 ﹤0.01% 1249
2018
Q1 		$22K Sell
230
-106
-32% -$11.3K ﹤0.01% 1271
2017
Q4 		$41K Buy
336
+128
+62% +$14.9K ﹤0.01% 1090
2017
Q3 		$24K Buy
208
+156
+300% +$15.6K ﹤0.01% 1241
2017
Q2 		$5K Buy
52
+4
+8% +$441 ﹤0.01% 1790
2017
Q1 		$6K Buy
48
+27
+129% +$3.5K ﹤0.01% 1499
2016
Q4 		$3K Hold
21
– – ﹤0.01% 1512
2016
Q3 		$3K Buy
21
+12
+133% +$1.51K ﹤0.01% 1513
2016
Q2 		$1K Hold
9
– – ﹤0.01% 1647
2016
Q1 		$1K Sell
9
-111
-93% -$9.76K ﹤0.01% 1695
2015
Q4 		$11K Buy
+120
New +$13.3K ﹤0.01% 1183

Other funds holding XEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return