Iowa State Bank’s Occidental Petroleum OXY Stock Holding History

Iowa State Bank’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
2015 Q4	–	Sell	-3,284	Closed	-$217K	–	92
2015 Q3	$217K	Hold	3,284	–	–	0.15%	74
2015 Q2	$255K	Sell	3,284 -661	-17%	-$51.6K	0.16%	68
2015 Q1	$287K	Hold	3,945	–	–	0.18%	65
2014 Q4	$317K	Sell	3,945 -165	-4%	-$13.7K	0.2%	63
2014 Q3	$379K	Sell	4,110 -110	-3%	-$10.6K	0.25%	56
2014 Q2	$415K	Hold	4,220	–	–	0.28%	56
2014 Q1	$385K	Hold	4,220	–	–	0.27%	56
2013 Q4	$384K	Hold	4,220	–	–	0.28%	58
2013 Q3	$378K	Hold	4,220	–	–	0.3%	57
2013 Q2	$361K	Buy	+4,220	New	+$357K	0.3%	57

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Iowa State Bank's OXY Position: Q4 2015 in Review

Iowa State Bank sold out of Occidental Petroleum (OXY) in Q4 2015, closing a stake of 3,284 shares — an estimated $217K sold.

Iowa State Bank first reported a position in OXY in Q2 2013 and held it in 10 quarters. The position peaked at $415K in Q2 2014. 1,033 funds tracked by Wall St. Rank hold OXY as of Q4 2015.

Iowa State Bank reported no remaining Occidental Petroleum position as of Q4 2015 after selling out during the quarter.
Iowa State Bank sold 3,284 Occidental Petroleum shares in Q4 2015, an estimated $217K.
Iowa State Bank first reported a position in Occidental Petroleum in Q2 2013 and held it in 10 quarters.
Iowa State Bank's Occidental Petroleum position peaked at $415K in Q2 2014.
1,033 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2015.

Based on Iowa State Bank's 13F filing for Q4 2015, filed 13 Jan 2016.