Fiduciary Services Corp’s Occidental Petroleum OXY Stock Holding History

Fiduciary Services Corp’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
2015 Q1	$1.58M	Sell	21,730 -165	-0.8%	-$12.8K	0.52%	65
2014 Q4	$1.76M	Sell	21,895 -7,412	-25%	-$615K	0.61%	54
2014 Q3	$2.7M	Buy	29,307 +1,216	+4%	+$117K	0.99%	37
2014 Q2	$2.76M	Buy	28,091 +2,393	+9%	+$225K	1.04%	34
2014 Q1	$2.35M	Buy	25,698 +1,514	+6%	+$135K	0.93%	36
2013 Q4	$2.2M	Buy	24,184 +53	+0.2%	+$4.84K	0.88%	42
2013 Q3	$2.16M	Buy	24,131 +1,278	+6%	+$110K	0.96%	40
2013 Q2	$1.95M	Buy	+22,853	New	+$1.93M	0.87%	44

Other funds holding OXY

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Services Corp's OXY Position: Q1 2015 in Review

Fiduciary Services Corp reduced its Occidental Petroleum (OXY) stake by 0.75% in Q1 2015, selling an estimated $12.8K and leaving 21,730 shares worth $1.58M. The position accounts for 0.52% of the portfolio, ranked #65.

Fiduciary Services Corp first reported a position in OXY in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.76M in Q2 2014. 1,057 funds tracked by Wall St. Rank hold OXY as of Q1 2015.

Fiduciary Services Corp held 21,730 shares of Occidental Petroleum worth $1.58M as of Q1 2015.
Fiduciary Services Corp sold 165 Occidental Petroleum shares in Q1 2015, an estimated $12.8K.
Occidental Petroleum made up 0.52% of Fiduciary Services Corp's portfolio in Q1 2015, its #65 holding.
Fiduciary Services Corp first reported a position in Occidental Petroleum in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's Occidental Petroleum position peaked at $2.76M in Q2 2014.
1,057 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.