Gerstein Fisher’s Occidental Petroleum OXY Stock Holding History

Gerstein Fisher’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
2016 Q3	$252K	Buy	3,461 +503	+17%	+$37.7K	0.03%	361
2016 Q2	$224K	Buy	+2,958	New	+$221K	0.03%	362
2014 Q4	–	Sell	-2,296	Closed	-$211K	–	398
2014 Q3	$211K	Sell	2,296 -1,440	-39%	-$138K	0.04%	355
2014 Q2	$367K	Buy	3,736 +249	+7%	+$23.4K	0.07%	221
2014 Q1	$318K	Sell	3,487 -3,803	-52%	-$340K	0.06%	239
2013 Q4	$1.38M	Buy	7,290 +3,685	+102%	+$336K	0.05%	246
2013 Q3	$323K	Sell	3,605 -149	-4%	-$12.8K	0.07%	252
2013 Q2	$321K	Buy	+3,754	New	+$317K	0.08%	226

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $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 New York $544B AUM 28.31% 1-Year Est. Return

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

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

Gerstein Fisher's OXY Position: Q3 2016 in Review

Gerstein Fisher increased its Occidental Petroleum (OXY) stake by 17% in Q3 2016, buying an estimated $37.7K and bringing the position to 3,461 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #361.

Gerstein Fisher first reported a position in OXY in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.38M in Q4 2013. 1,040 funds tracked by Wall St. Rank hold OXY as of Q3 2016.

Gerstein Fisher held 3,461 shares of Occidental Petroleum worth $252K as of Q3 2016.
Gerstein Fisher bought 503 Occidental Petroleum shares in Q3 2016, an estimated $37.7K.
Occidental Petroleum made up 0.03% of Gerstein Fisher's portfolio in Q3 2016, its #361 holding.
Gerstein Fisher first reported a position in Occidental Petroleum in Q2 2013 and has held it in 8 quarters since.
Gerstein Fisher's Occidental Petroleum position peaked at $1.38M in Q4 2013.
1,040 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.