Burt Wealth Advisors’s ConocoPhillips COP Stock Holding History

Burt Wealth Advisors’s Portfolio COP Stock Details COP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-20	Closed	-$1K	–	403
2020 Q2	$1K	Buy	+20	New	+$809	﹤0.01%	369
2016 Q2	–	Sell	-416	Closed	-$17K	–	444
2016 Q1	$17K	Buy	416 +206	+98%	+$7.83K	0.02%	264
2015 Q4	$10K	Hold	210	–	–	0.01%	273
2015 Q3	$10K	Hold	210	–	–	0.01%	249
2015 Q2	$12K	Hold	210	–	–	0.01%	248
2015 Q1	$13K	Hold	210	–	–	0.01%	217
2014 Q4	$15K	Buy	+210	New	+$14.7K	0.02%	205

Other funds holding COP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burt Wealth Advisors's COP Position: Q3 2020 in Review

Burt Wealth Advisors sold out of ConocoPhillips (COP) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in COP in Q4 2014 and held it in 7 quarters. The position peaked at $17K in Q1 2016. 1,256 funds tracked by Wall St. Rank hold COP as of Q3 2020.

Burt Wealth Advisors reported no remaining ConocoPhillips position as of Q3 2020 after selling out during the quarter.
Burt Wealth Advisors sold 20 ConocoPhillips shares in Q3 2020, an estimated $1K.
Burt Wealth Advisors first reported a position in ConocoPhillips in Q4 2014 and held it in 7 quarters.
Burt Wealth Advisors's ConocoPhillips position peaked at $17K in Q1 2016.
1,256 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.