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Ruggie Capital Group’s Occidental Petroleum OXY Stock Holding History

Ruggie Capital Group’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
Q1 		– Sell
-48
Closed -$4K – 323
2014
Q4 		$4K Buy
+48
New +$3.98K ﹤0.01% 189

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ruggie Capital Group's OXY Position: Q1 2015 in Review

Ruggie Capital Group sold out of Occidental Petroleum (OXY) in Q1 2015, closing a stake of 48 shares — an estimated $4K sold.

Ruggie Capital Group first reported a position in OXY in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 1,057 funds tracked by Wall St. Rank hold OXY as of Q1 2015.

  • Ruggie Capital Group reported no remaining Occidental Petroleum position as of Q1 2015 after selling out during the quarter.
  • Ruggie Capital Group sold 48 Occidental Petroleum shares in Q1 2015, an estimated $4K.
  • Ruggie Capital Group first reported a position in Occidental Petroleum in Q4 2014 and held it in 1 quarter.
  • Ruggie Capital Group's Occidental Petroleum position peaked at $4K in Q4 2014.
  • 1,057 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2015.

Based on Ruggie Capital Group's 13F filing for Q1 2015, filed 12 May 2015.