Founders Bank & Trust’s Occidental Petroleum OXY Stock Holding History

Founders Bank & Trust’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
2014 Q4	$80K	Sell	997 -42	-4%	-$3.48K	0.04%	154
2014 Q3	$96K	Hold	1,039	–	–	0.05%	143
2014 Q2	$102K	Hold	1,039	–	–	0.06%	138
2014 Q1	$95K	Hold	1,039	–	–	0.06%	128
2013 Q4	$87K	Hold	1,039	–	–	0.05%	133
2013 Q3	$93K	Hold	1,039	–	–	0.05%	125
2013 Q2	$89K	Buy	+1,039	New	+$87.8K	0.05%	117

Other funds holding OXY

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Founders Bank & Trust's OXY Position: Q4 2014 in Review

Founders Bank & Trust reduced its Occidental Petroleum (OXY) stake by 4% in Q4 2014, selling an estimated $3.48K and leaving 997 shares worth $80K. The position accounts for 0.04% of the portfolio, ranked #154.

Founders Bank & Trust first reported a position in OXY in Q2 2013 and has held it in 7 quarters since. The position peaked at $102K in Q2 2014. 1,083 funds tracked by Wall St. Rank hold OXY as of Q4 2014.

Founders Bank & Trust held 997 shares of Occidental Petroleum worth $80K as of Q4 2014.
Founders Bank & Trust sold 42 Occidental Petroleum shares in Q4 2014, an estimated $3.48K.
Occidental Petroleum made up 0.04% of Founders Bank & Trust's portfolio in Q4 2014, its #154 holding.
Founders Bank & Trust first reported a position in Occidental Petroleum in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's Occidental Petroleum position peaked at $102K in Q2 2014.
1,083 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.