WT
WPX

Whittier Trust’s WPX Energy, Inc. WPX Stock Holding History

Whittier Trust’s Portfolio WPX Stock Details WPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,168
Closed -$16K – 1355
2017
Q4 		$16K Sell
1,168
-2,600
-69% -$31.5K ﹤0.01% 971
2017
Q3 		$43K Sell
3,768
-2,500
-40% -$25.6K ﹤0.01% 771
2017
Q2 		$60K Hold
6,268
– – ﹤0.01% 666
2017
Q1 		$84K Hold
6,268
– – ﹤0.01% 624
2016
Q4 		$91K Buy
6,268
+5,100
+437% +$67.4K ﹤0.01% 603
2016
Q3 		$15K Hold
1,168
– – ﹤0.01% 924
2016
Q2 		$11K Hold
1,168
– – ﹤0.01% 982
2016
Q1 		$8K Sell
1,168
-600
-34% -$3.06K ﹤0.01% 1001
2015
Q4 		$10K Hold
1,768
– – ﹤0.01% 968
2015
Q3 		$12K Hold
1,768
– – ﹤0.01% 938
2015
Q2 		$22K Buy
+1,768
New +$23.3K ﹤0.01% 882

Other funds holding WPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Whittier Trust's WPX Position: Q1 2018 in Review

Whittier Trust sold out of WPX Energy, Inc. (WPX) in Q1 2018, closing a stake of 1,168 shares — an estimated $16K sold.

Whittier Trust first reported a position in WPX in Q2 2015 and held it in 11 quarters. The position peaked at $91K in Q4 2016. 388 funds tracked by Wall St. Rank hold WPX as of Q1 2018.

  • Whittier Trust reported no remaining WPX Energy, Inc. position as of Q1 2018 after selling out during the quarter.
  • Whittier Trust sold 1,168 WPX Energy, Inc. shares in Q1 2018, an estimated $16K.
  • Whittier Trust first reported a position in WPX Energy, Inc. in Q2 2015 and held it in 11 quarters.
  • Whittier Trust's WPX Energy, Inc. position peaked at $91K in Q4 2016.
  • 388 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2018.

Based on Whittier Trust's 13F filing for Q1 2018, filed 1 May 2018.