Triangle Securities Wealth Management’s Occidental Petroleum OXY Stock Holding History

Triangle Securities Wealth Management’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 Q3	–	Sell	-2,088	Closed	-$205K	–	127
2014 Q2	$205K	Buy	+2,088	New	+$196K	0.16%	123
2014 Q1	–	Sell	-2,192	Closed	-$200K	–	124
2013 Q4	$200K	Buy	+2,192	New	+$200K	0.16%	121
2013 Q3	–	Sell	-1,983	Closed	-$170K	–	304
2013 Q2	$170K	Buy	+1,983	New	+$168K	0.13%	128

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

BIT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Triangle Securities Wealth Management's OXY Position: Q3 2014 in Review

Triangle Securities Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2014, closing a stake of 2,088 shares — an estimated $205K sold.

Triangle Securities Wealth Management first reported a position in OXY in Q2 2013 and held it in 3 quarters. The position peaked at $205K in Q2 2014. 1,126 funds tracked by Wall St. Rank hold OXY as of Q3 2014.

Triangle Securities Wealth Management reported no remaining Occidental Petroleum position as of Q3 2014 after selling out during the quarter.
Triangle Securities Wealth Management sold 2,088 Occidental Petroleum shares in Q3 2014, an estimated $205K.
Triangle Securities Wealth Management first reported a position in Occidental Petroleum in Q2 2013 and held it in 3 quarters.
Triangle Securities Wealth Management's Occidental Petroleum position peaked at $205K in Q2 2014.
1,126 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2014.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2014, filed 16 Oct 2014.