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Paulson Wealth Management’s ConocoPhillips COP Stock Holding History

Paulson Wealth Management’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
-3,297
Closed -$228K – 119
2018
Q3 		$228K Hold
3,297
– – 0.2% 112
2018
Q2 		$230K Buy
+3,297
New +$220K 0.23% 99
2018
Q1 		– Sell
-3,302
Closed -$181K – 191
2017
Q4 		$181K Buy
+3,302
New +$170K 0.16% 115

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

Paulson Wealth Management's COP Position: Q4 2018 in Review

Paulson Wealth Management sold out of ConocoPhillips (COP) in Q4 2018, closing a stake of 3,297 shares — an estimated $228K sold.

Paulson Wealth Management first reported a position in COP in Q4 2017 and held it in 3 quarters. The position peaked at $230K in Q2 2018. 1,572 funds tracked by Wall St. Rank hold COP as of Q4 2018.

  • Paulson Wealth Management reported no remaining ConocoPhillips position as of Q4 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 3,297 ConocoPhillips shares in Q4 2018, an estimated $228K.
  • Paulson Wealth Management first reported a position in ConocoPhillips in Q4 2017 and held it in 3 quarters.
  • Paulson Wealth Management's ConocoPhillips position peaked at $230K in Q2 2018.
  • 1,572 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2018.

Based on Paulson Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.