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Elite Wealth Management’s ConocoPhillips COP Stock Holding History

Elite Wealth Management’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
2013
Q4 		– Sell
-15
Closed -$1K – 877
2013
Q3 		$1K Buy
+15
New +$1K ﹤0.01% 400

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elite Wealth Management's COP Position: Q4 2014 in Review

Elite Wealth Management sold out of ConocoPhillips (COP) in Q4 2014, closing a stake of 109 shares — an estimated $8K sold.

Elite Wealth Management first reported a position in COP in Q2 2013 and held it in 6 quarters. The position peaked at $155K in Q4 2013. 1,533 funds tracked by Wall St. Rank hold COP as of Q4 2014.

  • Elite Wealth Management reported no remaining ConocoPhillips position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 109 ConocoPhillips shares in Q4 2014, an estimated $8K.
  • Elite Wealth Management first reported a position in ConocoPhillips in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's ConocoPhillips position peaked at $155K in Q4 2013.
  • 1,533 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.