WAS
XEC

Winch Advisory Services’s CIMAREX ENERGY CO XEC Stock Holding History

Winch Advisory Services’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
2017
Q3 		– Sell
-1,557
Closed -$146K – 331
2017
Q2 		$146K Hold
1,557
– – 0.09% 82
2017
Q1 		$186K Buy
+1,557
New +$202K 0.12% 83

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Winch Advisory Services's XEC Position: Q3 2017 in Review

Winch Advisory Services sold out of CIMAREX ENERGY CO (XEC) in Q3 2017, closing a stake of 1,557 shares — an estimated $146K sold.

Winch Advisory Services first reported a position in XEC in Q1 2017 and held it in 2 quarters. The position peaked at $186K in Q1 2017. 462 funds tracked by Wall St. Rank hold XEC as of Q3 2017.

  • Winch Advisory Services reported no remaining CIMAREX ENERGY CO position as of Q3 2017 after selling out during the quarter.
  • Winch Advisory Services sold 1,557 CIMAREX ENERGY CO shares in Q3 2017, an estimated $146K.
  • Winch Advisory Services first reported a position in CIMAREX ENERGY CO in Q1 2017 and held it in 2 quarters.
  • Winch Advisory Services's CIMAREX ENERGY CO position peaked at $186K in Q1 2017.
  • 462 funds tracked by Wall St. Rank held CIMAREX ENERGY CO as of Q3 2017.

Based on Winch Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.