Brian C. Broderick’s Occidental Petroleum OXY Stock Holding History

Brian C. Broderick’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
2015 Q4	–	Sell	-200	Closed	-$13K	–	105
2015 Q3	$13K	Hold	200	–	–	0.01%	102
2015 Q2	$16K	Hold	200	–	–	0.01%	100
2015 Q1	$15K	Hold	200	–	–	0.01%	101
2014 Q4	$16K	Sell	200 -9	-4%	-$747	0.01%	101
2014 Q3	$19K	Buy	+209	New	+$20.1K	0.01%	108

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Brian C. Broderick's OXY Position: Q4 2015 in Review

Brian C. Broderick sold out of Occidental Petroleum (OXY) in Q4 2015, closing a stake of 200 shares — an estimated $13K sold.

Brian C. Broderick first reported a position in OXY in Q3 2014 and held it in 5 quarters. The position peaked at $19K in Q3 2014. 1,033 funds tracked by Wall St. Rank hold OXY as of Q4 2015.

Brian C. Broderick reported no remaining Occidental Petroleum position as of Q4 2015 after selling out during the quarter.
Brian C. Broderick sold 200 Occidental Petroleum shares in Q4 2015, an estimated $13K.
Brian C. Broderick first reported a position in Occidental Petroleum in Q3 2014 and held it in 5 quarters.
Brian C. Broderick's Occidental Petroleum position peaked at $19K in Q3 2014.
1,033 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2015.

Based on Brian C. Broderick's 13F filing for Q4 2015, filed 12 Feb 2016.