LWM
CEO

Liberty Wealth Management’s CNOOC Limited CEO Stock Holding History

Liberty Wealth 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
2019
Q3 		– Sell
-10
Closed -$2K – 1037
2019
Q2 		$2K Sell
10
-42
-81% -$7.31K ﹤0.01% 792
2019
Q1 		$9K Sell
52
-58
-53% -$9.82K 0.01% 465
2018
Q4 		$16K Buy
+110
New +$18.7K 0.01% 360

Other funds holding CEO

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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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's CEO Position: Q3 2019 in Review

Liberty Wealth Management sold out of CNOOC Limited (CEO) in Q3 2019, closing a stake of 10 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in CEO in Q4 2018 and held it in 3 quarters. The position peaked at $16K in Q4 2018. 182 funds tracked by Wall St. Rank hold CEO as of Q3 2019.

  • Liberty Wealth Management reported no remaining CNOOC Limited position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 10 CNOOC Limited shares in Q3 2019, an estimated $2K.
  • Liberty Wealth Management first reported a position in CNOOC Limited in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's CNOOC Limited position peaked at $16K in Q4 2018.
  • 182 funds tracked by Wall St. Rank held CNOOC Limited as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.