McKinley Carter Wealth Services’s ConocoPhillips COP Stock Holding History

McKinley Carter Wealth Services’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
2018 Q2	–	Sell	-35	Closed	-$2K	–	206
2018 Q1	$2K	Buy	+35	New	+$1.98K	﹤0.01%	426
2015 Q3	–	Sell	-4,647	Closed	-$285K	–	114
2015 Q2	$285K	Buy	4,647 +140	+3%	+$9.12K	0.15%	106
2015 Q1	$281K	Buy	+4,507	New	+$291K	0.18%	93
2014 Q3	–	Sell	-2,710	Closed	-$232K	–	96
2014 Q2	$232K	Buy	+2,710	New	+$211K	0.24%	80
2014 Q1	–	Sell	-3,862	Closed	-$273K	–	100
2013 Q4	$273K	Buy	3,862 +154	+4%	+$11.1K	0.27%	87
2013 Q3	$258K	Buy	+3,708	New	+$247K	0.31%	69

Other funds holding COP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McKinley Carter Wealth Services's COP Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of ConocoPhillips (COP) in Q2 2018, closing a stake of 35 shares — an estimated $2K sold.

McKinley Carter Wealth Services first reported a position in COP in Q3 2013 and held it in 6 quarters. The position peaked at $285K in Q2 2015. 1,546 funds tracked by Wall St. Rank hold COP as of Q2 2018.

McKinley Carter Wealth Services reported no remaining ConocoPhillips position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 35 ConocoPhillips shares in Q2 2018, an estimated $2K.
McKinley Carter Wealth Services first reported a position in ConocoPhillips in Q3 2013 and held it in 6 quarters.
McKinley Carter Wealth Services's ConocoPhillips position peaked at $285K in Q2 2015.
1,546 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.