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GlobalBridge’s Occidental Petroleum OXY Stock Holding History

GlobalBridge’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
Q1 		$881K Sell
9,650
-667
-6% -$59.6K 0.41% 75
2013
Q4 		$940K Sell
10,317
-122
-1% -$11.1K 0.47% 64
2013
Q3 		$935K Sell
10,439
-141
-1% -$12.1K 0.5% 53
2013
Q2 		$904K Buy
+10,580
New +$894K 0.49% 53

Other funds holding OXY

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GlobalBridge's OXY Position: Q1 2014 in Review

GlobalBridge reduced its Occidental Petroleum (OXY) stake by 6.5% in Q1 2014, selling an estimated $59.6K and leaving 9,650 shares worth $881K. The position accounts for 0.41% of the portfolio, ranked #75.

GlobalBridge first reported a position in OXY in Q2 2013 and has held it in 4 quarters since. The position peaked at $940K in Q4 2013. 1,109 funds tracked by Wall St. Rank hold OXY as of Q1 2014.

  • GlobalBridge held 9,650 shares of Occidental Petroleum worth $881K as of Q1 2014.
  • GlobalBridge sold 667 Occidental Petroleum shares in Q1 2014, an estimated $59.6K.
  • Occidental Petroleum made up 0.41% of GlobalBridge's portfolio in Q1 2014, its #75 holding.
  • GlobalBridge first reported a position in Occidental Petroleum in Q2 2013 and has held it in 4 quarters since.
  • GlobalBridge's Occidental Petroleum position peaked at $940K in Q4 2013.
  • 1,109 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.