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Personal Wealth Partners’s ConocoPhillips COP Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-106
Closed -$7K – 167
2019
Q4 		$7K Sell
106
-25
-19% -$1.47K ﹤0.01% 252
2019
Q3 		$7K Sell
131
-247
-65% -$14.1K ﹤0.01% 256
2019
Q2 		$23K Buy
+378
New +$23.5K 0.01% 177

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's COP Position: Q1 2020 in Review

Personal Wealth Partners sold out of ConocoPhillips (COP) in Q1 2020, closing a stake of 106 shares — an estimated $7K sold.

Personal Wealth Partners first reported a position in COP in Q2 2019 and held it in 3 quarters. The position peaked at $23K in Q2 2019. 1,314 funds tracked by Wall St. Rank hold COP as of Q1 2020.

  • Personal Wealth Partners reported no remaining ConocoPhillips position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 106 ConocoPhillips shares in Q1 2020, an estimated $7K.
  • Personal Wealth Partners first reported a position in ConocoPhillips in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's ConocoPhillips position peaked at $23K in Q2 2019.
  • 1,314 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.