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Mountain Capital Investment Advisors’s ConocoPhillips COP Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-2,618
Closed -$203K – 33
2018
Q3 		$203K Buy
+2,618
New +$189K 0.2% 45
2017
Q4 		– Sell
-3,006
Closed -$150K – 108
2017
Q3 		$150K Sell
3,006
-692
-19% -$31.1K 0.13% 42
2017
Q2 		$163K Buy
+3,698
New +$172K 0.16% 40

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mountain Capital Investment Advisors's COP Position: Q4 2018 in Review

Mountain Capital Investment Advisors sold out of ConocoPhillips (COP) in Q4 2018, closing a stake of 2,618 shares — an estimated $203K sold.

Mountain Capital Investment Advisors first reported a position in COP in Q2 2017 and held it in 3 quarters. The position peaked at $203K in Q3 2018. 1,572 funds tracked by Wall St. Rank hold COP as of Q4 2018.

  • Mountain Capital Investment Advisors reported no remaining ConocoPhillips position as of Q4 2018 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,618 ConocoPhillips shares in Q4 2018, an estimated $203K.
  • Mountain Capital Investment Advisors first reported a position in ConocoPhillips in Q2 2017 and held it in 3 quarters.
  • Mountain Capital Investment Advisors's ConocoPhillips position peaked at $203K in Q3 2018.
  • 1,572 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2018.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.