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Sound View Wealth Advisors’s ConocoPhillips COP Stock Holding History

Sound View Wealth 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
2019
Q1 		$412K Sell
6,175
-47
-0.8% -$3.16K 0.13% 153
2018
Q4 		$388K Buy
+6,222
New +$423K 0.14% 144

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound View Wealth Advisors's COP Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its ConocoPhillips (COP) stake by 0.76% in Q1 2019, selling an estimated $3.16K and leaving 6,175 shares worth $412K. The position accounts for 0.13% of the portfolio, ranked #153.

Sound View Wealth Advisors first reported a position in COP in Q4 2018 and has held it in 2 quarters since. 1,639 funds tracked by Wall St. Rank hold COP as of Q1 2019.

  • Sound View Wealth Advisors held 6,175 shares of ConocoPhillips worth $412K as of Q1 2019.
  • Sound View Wealth Advisors sold 47 ConocoPhillips shares in Q1 2019, an estimated $3.16K.
  • ConocoPhillips made up 0.13% of Sound View Wealth Advisors's portfolio in Q1 2019, its #153 holding.
  • Sound View Wealth Advisors first reported a position in ConocoPhillips in Q4 2018 and has held it in 2 quarters since.
  • 1,639 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.