WIA
XEC

Wealthstreet Investment Advisors’s CIMAREX ENERGY CO XEC Stock Holding History

Wealthstreet Investment Advisors’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
2018
Q4 		– Sell
-2,750
Closed -$256K – 353
2018
Q3 		$256K Sell
2,750
-350
-11% -$32.1K 0.03% 311
2018
Q2 		$315K Buy
+3,100
New +$294K 0.04% 282

Other funds holding XEC

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wealthstreet Investment Advisors's XEC Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of CIMAREX ENERGY CO (XEC) in Q4 2018, closing a stake of 2,750 shares — an estimated $256K sold.

Wealthstreet Investment Advisors first reported a position in XEC in Q2 2018 and held it in 2 quarters. The position peaked at $315K in Q2 2018. 463 funds tracked by Wall St. Rank hold XEC as of Q4 2018.

  • Wealthstreet Investment Advisors reported no remaining CIMAREX ENERGY CO position as of Q4 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 2,750 CIMAREX ENERGY CO shares in Q4 2018, an estimated $256K.
  • Wealthstreet Investment Advisors first reported a position in CIMAREX ENERGY CO in Q2 2018 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's CIMAREX ENERGY CO position peaked at $315K in Q2 2018.
  • 463 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.