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MBE Wealth Management’s ConocoPhillips COP Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-643
Closed -$19K – 137
2020
Q1 		$19K Buy
+643
New +$32.7K 0.02% 226

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MBE Wealth Management's COP Position: Q2 2020 in Review

MBE Wealth Management sold out of ConocoPhillips (COP) in Q2 2020, closing a stake of 643 shares — an estimated $19K sold.

MBE Wealth Management first reported a position in COP in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 1,387 funds tracked by Wall St. Rank hold COP as of Q2 2020.

  • MBE Wealth Management reported no remaining ConocoPhillips position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 643 ConocoPhillips shares in Q2 2020, an estimated $19K.
  • MBE Wealth Management first reported a position in ConocoPhillips in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's ConocoPhillips position peaked at $19K in Q1 2020.
  • 1,387 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.