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Mountain Capital Investment Advisors’s Occidental Petroleum OXY Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-54
Closed -$3K – 312
2017
Q3 		$3K Sell
54
-214
-80% -$13K ﹤0.01% 392
2017
Q2 		$16K Buy
+268
New +$16.4K 0.02% 247

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Vanguard Group
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mountain Capital Investment Advisors's OXY Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Occidental Petroleum (OXY) in Q4 2017, closing a stake of 54 shares — an estimated $3K sold.

Mountain Capital Investment Advisors first reported a position in OXY in Q2 2017 and held it in 2 quarters. The position peaked at $16K in Q2 2017. 1,079 funds tracked by Wall St. Rank hold OXY as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Occidental Petroleum position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 54 Occidental Petroleum shares in Q4 2017, an estimated $3K.
  • Mountain Capital Investment Advisors first reported a position in Occidental Petroleum in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Occidental Petroleum position peaked at $16K in Q2 2017.
  • 1,079 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.