Parasol Investment Management’s Occidental Petroleum OXY Stock Holding History

Parasol Investment Management’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
2016 Q1	–	Sell	-93	Closed	-$6K	–	152
2015 Q4	$6K	Hold	93	–	–	0.01%	141
2015 Q3	$6K	Sell	93 -290	-76%	-$20.2K	0.01%	148
2015 Q2	$30K	Hold	383	–	–	0.02%	133
2015 Q1	$28K	Hold	383	–	–	0.02%	139
2014 Q4	$31K	Sell	383 -99	-21%	-$8.22K	0.02%	150
2014 Q3	$44K	Buy	482 +97	+25%	+$9.31K	0.03%	112
2014 Q2	$38K	Buy	385 +301	+358%	+$28.3K	0.03%	130
2014 Q1	$8K	Hold	84	–	–	0.01%	197
2013 Q4	$8K	Buy	+84	New	+$7.67K	0.01%	196

Other funds holding OXY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parasol Investment Management's OXY Position: Q1 2016 in Review

Parasol Investment Management sold out of Occidental Petroleum (OXY) in Q1 2016, closing a stake of 93 shares — an estimated $6K sold.

Parasol Investment Management first reported a position in OXY in Q4 2013 and held it in 9 quarters. The position peaked at $44K in Q3 2014. 1,043 funds tracked by Wall St. Rank hold OXY as of Q1 2016.

Parasol Investment Management reported no remaining Occidental Petroleum position as of Q1 2016 after selling out during the quarter.
Parasol Investment Management sold 93 Occidental Petroleum shares in Q1 2016, an estimated $6K.
Parasol Investment Management first reported a position in Occidental Petroleum in Q4 2013 and held it in 9 quarters.
Parasol Investment Management's Occidental Petroleum position peaked at $44K in Q3 2014.
1,043 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2016.

Based on Parasol Investment Management's 13F filing for Q1 2016, filed 19 Apr 2016.