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Inspirion Wealth Advisors’s ConocoPhillips COP Stock Holding History

Inspirion Wealth Advisors’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,167
Closed -$200K – 55
2015
Q3 		$200K Sell
4,167
-2,687
-39% -$137K 0.16% 52
2015
Q2 		$421K Hold
6,854
– – 0.31% 33
2015
Q1 		$427K Hold
6,854
– – 0.34% 32
2014
Q4 		$473K Buy
+6,854
New +$478K 0.44% 30

Other funds holding COP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Inspirion Wealth Advisors's COP Position: Q4 2015 in Review

Inspirion Wealth Advisors sold out of ConocoPhillips (COP) in Q4 2015, closing a stake of 4,167 shares — an estimated $200K sold.

Inspirion Wealth Advisors first reported a position in COP in Q4 2014 and held it in 4 quarters. The position peaked at $473K in Q4 2014. 1,379 funds tracked by Wall St. Rank hold COP as of Q4 2015.

  • Inspirion Wealth Advisors reported no remaining ConocoPhillips position as of Q4 2015 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 4,167 ConocoPhillips shares in Q4 2015, an estimated $200K.
  • Inspirion Wealth Advisors first reported a position in ConocoPhillips in Q4 2014 and held it in 4 quarters.
  • Inspirion Wealth Advisors's ConocoPhillips position peaked at $473K in Q4 2014.
  • 1,379 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2015.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2015, filed 13 Jan 2016.