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Mitsubishi UFJ Morgan Stanley Securities’s Occidental Petroleum OXY Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
2014
Q4 		– Sell
-271
Closed -$25K – 298
2014
Q3 		$25K Buy
271
+240
+774% +$23K 0.07% 116
2014
Q2 		$3K Sell
31
-512
-94% -$48.1K 0.01% 226
2014
Q1 		$50K Buy
543
+188
+53% +$16.8K 0.13% 51
2013
Q4 		$32K Buy
+355
New +$32.4K 0.05% 131
2013
Q3 		– Sell
-230
Closed -$20K – 261
2013
Q2 		$20K Buy
+230
New +$19.4K 0.07% 141

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's OXY Position: Q4 2014 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Occidental Petroleum (OXY) in Q4 2014, closing a stake of 271 shares — an estimated $25K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in OXY in Q2 2013 and held it in 5 quarters. The position peaked at $50K in Q1 2014. 1,080 funds tracked by Wall St. Rank hold OXY as of Q4 2014.

  • Mitsubishi UFJ Morgan Stanley Securities reported no remaining Occidental Petroleum position as of Q4 2014 after selling out during the quarter.
  • Mitsubishi UFJ Morgan Stanley Securities sold 271 Occidental Petroleum shares in Q4 2014, an estimated $25K.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Occidental Petroleum in Q2 2013 and held it in 5 quarters.
  • Mitsubishi UFJ Morgan Stanley Securities's Occidental Petroleum position peaked at $50K in Q1 2014.
  • 1,080 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2014.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q4 2014, filed 17 Feb 2015.