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Northwestern Mutual Investment Services’s Occidental Petroleum OXY Stock Holding History

Northwestern Mutual Investment Services’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
Q4 		– Sell
-29
Closed -$2K – 283
2015
Q3 		$2K Buy
+29
New +$2.02K ﹤0.01% 175
2014
Q3 		– Sell
-104
Closed -$10K – 110
2014
Q2 		$10K Buy
+104
New +$9.77K ﹤0.01% 56

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northwestern Mutual Investment Services's OXY Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of Occidental Petroleum (OXY) in Q4 2015, closing a stake of 29 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in OXY in Q2 2014 and held it in 2 quarters. The position peaked at $10K in Q2 2014. 1,034 funds tracked by Wall St. Rank hold OXY as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining Occidental Petroleum position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 29 Occidental Petroleum shares in Q4 2015, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in Occidental Petroleum in Q2 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's Occidental Petroleum position peaked at $10K in Q2 2014.
  • 1,034 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.