EFG Asset Management (Americas)’s Occidental Petroleum OXY Stock Holding History

EFG Asset Management (Americas)’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
2017 Q1	–	Sell	-21,844	Closed	-$1.56M	–	127
2016 Q4	$1.56M	Sell	21,844 -1,685	-7%	-$120K	0.68%	48
2016 Q3	$1.72M	Buy	23,529 +12,963	+123%	+$970K	0.73%	42
2016 Q2	$798K	Buy	+10,566	New	+$790K	0.38%	58
2015 Q3	–	Sell	-3,892	Closed	-$304K	–	96
2015 Q2	$304K	Buy	3,892 +826	+27%	+$64.5K	0.19%	80
2015 Q1	$223K	Sell	3,066 -5	-0.2%	-$387	0.17%	68
2014 Q4	$252K	Buy	3,071 +1,449	+89%	+$120K	0.15%	85
2014 Q3	$151K	Buy	1,622 +357	+28%	+$34.2K	0.15%	53
2014 Q2	$124K	Buy	1,265 +561	+80%	+$52.7K	0.11%	45
2014 Q1	$64K	Buy	+704	New	+$62.9K	0.05%	61

Other funds holding OXY

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

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

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

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EFG Asset Management (Americas)'s OXY Position: Q1 2017 in Review

EFG Asset Management (Americas) sold out of Occidental Petroleum (OXY) in Q1 2017, closing a stake of 21,844 shares — an estimated $1.56M sold.

EFG Asset Management (Americas) first reported a position in OXY in Q1 2014 and held it in 9 quarters. The position peaked at $1.72M in Q3 2016. 1,031 funds tracked by Wall St. Rank hold OXY as of Q1 2017.

EFG Asset Management (Americas) reported no remaining Occidental Petroleum position as of Q1 2017 after selling out during the quarter.
EFG Asset Management (Americas) sold 21,844 Occidental Petroleum shares in Q1 2017, an estimated $1.56M.
EFG Asset Management (Americas) first reported a position in Occidental Petroleum in Q1 2014 and held it in 9 quarters.
EFG Asset Management (Americas)'s Occidental Petroleum position peaked at $1.72M in Q3 2016.
1,031 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2017.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2017, filed 10 May 2017.