IFAM
CEO

Institutional & Family Asset Management’s CNOOC Limited CEO Stock Holding History

Institutional & Family Asset Management’s Portfolio CEO Stock Details CEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10
Closed -$2K – 903
2018
Q2 		$2K Hold
10
– – ﹤0.01% 768
2018
Q1 		$1K Buy
+10
New +$1.5K ﹤0.01% 842

Other funds holding CEO

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Institutional & Family Asset Management's CEO Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of CNOOC Limited (CEO) in Q3 2018, closing a stake of 10 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in CEO in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 203 funds tracked by Wall St. Rank hold CEO as of Q3 2018.

  • Institutional & Family Asset Management reported no remaining CNOOC Limited position as of Q3 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 10 CNOOC Limited shares in Q3 2018, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in CNOOC Limited in Q1 2018 and held it in 2 quarters.
  • Institutional & Family Asset Management's CNOOC Limited position peaked at $2K in Q2 2018.
  • 203 funds tracked by Wall St. Rank held CNOOC Limited as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.