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Klingman & Associates’s Occidental Petroleum OXY Stock Holding History

Klingman & Associates’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
Q3 		– Sell
-578
Closed -$44K – 386
2016
Q2 		$44K Hold
578
– – 0.01% 201
2016
Q1 		$40K Sell
578
-3,006
-84% -$202K 0.01% 207
2015
Q4 		$242K Buy
3,584
+579
+19% +$41.6K 0.09% 94
2015
Q3 		$198K Buy
+3,005
New +$210K 0.08% 110

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Klingman & Associates's OXY Position: Q3 2016 in Review

Klingman & Associates sold out of Occidental Petroleum (OXY) in Q3 2016, closing a stake of 578 shares — an estimated $44K sold.

Klingman & Associates first reported a position in OXY in Q3 2015 and held it in 4 quarters. The position peaked at $242K in Q4 2015. 1,039 funds tracked by Wall St. Rank hold OXY as of Q3 2016.

  • Klingman & Associates reported no remaining Occidental Petroleum position as of Q3 2016 after selling out during the quarter.
  • Klingman & Associates sold 578 Occidental Petroleum shares in Q3 2016, an estimated $44K.
  • Klingman & Associates first reported a position in Occidental Petroleum in Q3 2015 and held it in 4 quarters.
  • Klingman & Associates's Occidental Petroleum position peaked at $242K in Q4 2015.
  • 1,039 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2016.

Based on Klingman & Associates's 13F filing for Q3 2016, filed 19 Oct 2016.