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FFT Wealth Management’s Occidental Petroleum OXY Stock Holding History

FFT Wealth Management’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
Q3 		– Sell
-4,998
Closed -$299K – 61
2017
Q2 		$299K Hold
4,998
– – 0.1% 69
2017
Q1 		$317K Buy
+4,998
New +$333K 0.1% 66

Other funds holding OXY

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FFT Wealth Management's OXY Position: Q3 2017 in Review

FFT Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2017, closing a stake of 4,998 shares — an estimated $299K sold.

FFT Wealth Management first reported a position in OXY in Q1 2017 and held it in 2 quarters. The position peaked at $317K in Q1 2017. 985 funds tracked by Wall St. Rank hold OXY as of Q3 2017.

  • FFT Wealth Management reported no remaining Occidental Petroleum position as of Q3 2017 after selling out during the quarter.
  • FFT Wealth Management sold 4,998 Occidental Petroleum shares in Q3 2017, an estimated $299K.
  • FFT Wealth Management first reported a position in Occidental Petroleum in Q1 2017 and held it in 2 quarters.
  • FFT Wealth Management's Occidental Petroleum position peaked at $317K in Q1 2017.
  • 985 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.