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Newman Dignan & Sheerar Inc’s Occidental Petroleum OXY Stock Holding History

Newman Dignan & Sheerar Inc’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
2015
Q1 		– Sell
-7,811
Closed -$629 – 154
2014
Q4 		$629 Buy
7,811
+67
+0.9% +$5.56K 0.38% 67
2014
Q3 		$713K Sell
7,744
-13
-0.2% -$1.25K 0.54% 60
2014
Q2 		$763 Buy
7,757
+192
+3% +$18K 0.43% 62
2014
Q1 		$691K Buy
+7,565
New +$676K 0.49% 63

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Newman Dignan & Sheerar Inc's OXY Position: Q1 2015 in Review

Newman Dignan & Sheerar Inc sold out of Occidental Petroleum (OXY) in Q1 2015, closing a stake of 7,811 shares — an estimated $629 sold.

Newman Dignan & Sheerar Inc first reported a position in OXY in Q1 2014 and held it in 4 quarters. The position peaked at $713K in Q3 2014. 1,057 funds tracked by Wall St. Rank hold OXY as of Q1 2015.

  • Newman Dignan & Sheerar Inc reported no remaining Occidental Petroleum position as of Q1 2015 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 7,811 Occidental Petroleum shares in Q1 2015, an estimated $629.
  • Newman Dignan & Sheerar Inc first reported a position in Occidental Petroleum in Q1 2014 and held it in 4 quarters.
  • Newman Dignan & Sheerar Inc's Occidental Petroleum position peaked at $713K in Q3 2014.
  • 1,057 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2015.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2015, filed 10 Apr 2015.