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Signature Wealth Management Group’s ConocoPhillips COP Stock Holding History

Signature Wealth Management Group’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
-40
Closed -$3K – 117
2018
Q3 		$3K Hold
40
– – ﹤0.01% 277
2018
Q2 		$3K Hold
40
– – ﹤0.01% 282
2018
Q1 		$2K Hold
40
– – ﹤0.01% 289
2017
Q4 		$2K Buy
+40
New +$2.06K ﹤0.01% 304

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

Signature Wealth Management Group's COP Position: Q4 2018 in Review

Signature Wealth Management Group sold out of ConocoPhillips (COP) in Q4 2018, closing a stake of 40 shares — an estimated $3K sold.

Signature Wealth Management Group first reported a position in COP in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 1,572 funds tracked by Wall St. Rank hold COP as of Q4 2018.

  • Signature Wealth Management Group reported no remaining ConocoPhillips position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 40 ConocoPhillips shares in Q4 2018, an estimated $3K.
  • Signature Wealth Management Group first reported a position in ConocoPhillips in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's ConocoPhillips position peaked at $3K in Q3 2018.
  • 1,572 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.