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Guardian Capital Advisors (Canada)’s Occidental Petroleum OXY Stock Holding History

Guardian Capital Advisors (Canada)’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
Q1 		– Sell
-7,312
Closed -$476K – 173
2015
Q4 		$476K Sell
7,312
-301
-4% -$21.7K 0.1% 118
2015
Q3 		$516K Buy
+7,613
New +$532K 0.11% 116

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s OXY Position: Q1 2016 in Review

Guardian Capital Advisors (Canada) sold out of Occidental Petroleum (OXY) in Q1 2016, closing a stake of 7,312 shares — an estimated $476K sold.

Guardian Capital Advisors (Canada) first reported a position in OXY in Q3 2015 and held it in 2 quarters. The position peaked at $516K in Q3 2015. 1,044 funds tracked by Wall St. Rank hold OXY as of Q1 2016.

  • Guardian Capital Advisors (Canada) reported no remaining Occidental Petroleum position as of Q1 2016 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 7,312 Occidental Petroleum shares in Q1 2016, an estimated $476K.
  • Guardian Capital Advisors (Canada) first reported a position in Occidental Petroleum in Q3 2015 and held it in 2 quarters.
  • Guardian Capital Advisors (Canada)'s Occidental Petroleum position peaked at $516K in Q3 2015.
  • 1,044 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2016.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q1 2016, filed 12 May 2016.