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Perennial Investment Partners’s Occidental Petroleum OXY Stock Holding History

Perennial Investment Partners’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
2013
Q4 		– Sell
-25,356
Closed -$2.27M – 87
2013
Q3 		$2.27M Hold
25,356
– – 0.58% 58
2013
Q2 		$2.17M Buy
+25,356
New +$2.14M 0.56% 48

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Perennial Investment Partners's OXY Position: Q4 2013 in Review

Perennial Investment Partners sold out of Occidental Petroleum (OXY) in Q4 2013, closing a stake of 25,356 shares — an estimated $2.27M sold.

Perennial Investment Partners first reported a position in OXY in Q2 2013 and held it in 2 quarters. The position peaked at $2.27M in Q3 2013. 1,079 funds tracked by Wall St. Rank hold OXY as of Q4 2013.

  • Perennial Investment Partners reported no remaining Occidental Petroleum position as of Q4 2013 after selling out during the quarter.
  • Perennial Investment Partners sold 25,356 Occidental Petroleum shares in Q4 2013, an estimated $2.27M.
  • Perennial Investment Partners first reported a position in Occidental Petroleum in Q2 2013 and held it in 2 quarters.
  • Perennial Investment Partners's Occidental Petroleum position peaked at $2.27M in Q3 2013.
  • 1,079 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2013.

Based on Perennial Investment Partners's 13F filing for Q4 2013, filed 13 Feb 2014.