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AFT Forsyth & Company’s Occidental Petroleum OXY Stock Holding History

AFT Forsyth & Company’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$59K Hold
658
– – 0.08% 163
2013
Q2 		$56K Buy
+658
New +$55.6K 0.08% 154

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AFT Forsyth & Company's OXY Position: Q3 2013 in Review

AFT Forsyth & Company held its Occidental Petroleum (OXY) position steady in Q3 2013 at 658 shares worth $59K. The position accounts for 0.08% of the portfolio, ranked #163.

AFT Forsyth & Company first reported a position in OXY in Q2 2013 and has held it in 2 quarters since. 1,006 funds tracked by Wall St. Rank hold OXY as of Q3 2013.

  • AFT Forsyth & Company held 658 shares of Occidental Petroleum worth $59K as of Q3 2013.
  • AFT Forsyth & Company left its Occidental Petroleum share count unchanged in Q3 2013.
  • Occidental Petroleum made up 0.08% of AFT Forsyth & Company's portfolio in Q3 2013, its #163 holding.
  • AFT Forsyth & Company first reported a position in Occidental Petroleum in Q2 2013 and has held it in 2 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.