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Divergent Wealth Advisors’s ConocoPhillips COP Stock Holding History

Divergent 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
2018
Q4 		– Sell
-875
Closed -$69K – 58
2018
Q3 		$69K Hold
875
– – 0.02% 54
2018
Q2 		$61K Hold
875
– – 0.02% 54
2018
Q1 		$52K Buy
+875
New +$49.5K 0.02% 61

Other funds holding COP

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Divergent Wealth Advisors's COP Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of ConocoPhillips (COP) in Q4 2018, closing a stake of 875 shares — an estimated $69K sold.

Divergent Wealth Advisors first reported a position in COP in Q1 2018 and held it in 3 quarters. The position peaked at $69K in Q3 2018. 1,572 funds tracked by Wall St. Rank hold COP as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining ConocoPhillips position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 875 ConocoPhillips shares in Q4 2018, an estimated $69K.
  • Divergent Wealth Advisors first reported a position in ConocoPhillips in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's ConocoPhillips position peaked at $69K in Q3 2018.
  • 1,572 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.