Tiedemann Trust’s Occidental Petroleum OXY Stock Holding History

Tiedemann Trust’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
2014 Q4	–	Sell	-74,747	Closed	-$6.88M	–	75
2014 Q3	$6.88M	Buy	74,747 +8,990	+14%	+$862K	0.61%	42
2014 Q2	$6.46M	Buy	65,757 +14,699	+29%	+$1.38M	0.62%	42
2014 Q1	$4.66K	Buy	51,058 +24,743	+94%	+$2.21M	0.51%	47
2013 Q4	$2.4M	Buy	+26,315	New	+$2.4M	0.37%	34
2013 Q3	–	Sell	-6,263	Closed	-$535K	–	103
2013 Q2	$535K	Buy	+6,263	New	+$529K	0.09%	68

Other funds holding OXY

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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 $30.5B AUM 29.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BFA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tiedemann Trust's OXY Position: Q4 2014 in Review

Tiedemann Trust sold out of Occidental Petroleum (OXY) in Q4 2014, closing a stake of 74,747 shares — an estimated $6.88M sold.

Tiedemann Trust first reported a position in OXY in Q2 2013 and held it in 5 quarters. The position peaked at $6.88M in Q3 2014. 1,080 funds tracked by Wall St. Rank hold OXY as of Q4 2014.

Tiedemann Trust reported no remaining Occidental Petroleum position as of Q4 2014 after selling out during the quarter.
Tiedemann Trust sold 74,747 Occidental Petroleum shares in Q4 2014, an estimated $6.88M.
Tiedemann Trust first reported a position in Occidental Petroleum in Q2 2013 and held it in 5 quarters.
Tiedemann Trust's Occidental Petroleum position peaked at $6.88M in Q3 2014.
1,080 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2014.

Based on Tiedemann Trust's 13F filing for Q4 2014, filed 13 Feb 2015.