Simply Money Advisors’s ConocoPhillips COP Stock Holding History

Simply Money Advisors’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
2014 Q2	–	Sell	-588	Closed	-$41K	–	26
2014 Q1	$41K	Buy	+588	New	+$39.4K	0.01%	28
2013 Q3	–	Sell	-962	Closed	-$58K	–	168
2013 Q2	$58K	Buy	+962	New	+$58.5K	0.01%	58

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simply Money Advisors's COP Position: Q2 2014 in Review

Simply Money Advisors sold out of ConocoPhillips (COP) in Q2 2014, closing a stake of 588 shares — an estimated $41K sold.

Simply Money Advisors first reported a position in COP in Q2 2013 and held it in 2 quarters. The position peaked at $58K in Q2 2013. 1,500 funds tracked by Wall St. Rank hold COP as of Q2 2014.

Simply Money Advisors reported no remaining ConocoPhillips position as of Q2 2014 after selling out during the quarter.
Simply Money Advisors sold 588 ConocoPhillips shares in Q2 2014, an estimated $41K.
Simply Money Advisors first reported a position in ConocoPhillips in Q2 2013 and held it in 2 quarters.
Simply Money Advisors's ConocoPhillips position peaked at $58K in Q2 2013.
1,500 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.