Wealthfront’s ConocoPhillips COP Stock Holding History

Wealthfront’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 Q3	$5.92M	Buy	76,521 +4,643	+6%	+$335K	0.06%	52
2018 Q2	$5M	Buy	71,878 +1,153	+2%	+$76.8K	0.05%	57
2018 Q1	$4.19M	Buy	70,725 +7,569	+12%	+$428K	0.04%	73
2017 Q4	$3.47M	Buy	63,156 +9,744	+18%	+$501K	0.04%	75
2017 Q3	$2.67M	Buy	53,412 +13,961	+35%	+$627K	0.03%	84
2017 Q2	$1.73M	Buy	39,451 +10,728	+37%	+$500K	0.03%	107
2017 Q1	$1.43M	Buy	28,723 +4,994	+21%	+$241K	0.03%	108
2016 Q4	$1.19M	Buy	23,729 +7,294	+44%	+$336K	0.03%	105
2016 Q3	$714K	Buy	16,435 +1,118	+7%	+$46.5K	0.02%	148
2016 Q2	$668K	Buy	15,317 +3,409	+29%	+$150K	0.02%	135
2016 Q1	$480K	Buy	11,908 +1,354	+13%	+$51.5K	0.02%	155
2015 Q4	$493K	Sell	10,554 -10,668	-50%	-$558K	0.02%	147
2015 Q3	$1.02M	Buy	21,222 +10,605	+100%	+$540K	0.04%	75
2015 Q2	$652K	Buy	10,617 +5,207	+96%	+$339K	0.03%	86
2015 Q1	$337K	Buy	5,410 +231	+4%	+$14.9K	0.02%	137
2014 Q4	$358K	Sell	5,179 -626	-11%	-$43.7K	0.02%	96
2014 Q3	$444K	Buy	5,805 +951	+20%	+$77.8K	0.03%	61
2014 Q2	$419K	Buy	4,854 +2,425	+100%	+$189K	0.04%	48
2014 Q1	$171K	Buy	+2,429	New	+$163K	0.02%	69

Other funds holding COP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront's COP Position: Q3 2018 in Review

Wealthfront increased its ConocoPhillips (COP) stake by 6.5% in Q3 2018, buying an estimated $335K and bringing the position to 76,521 shares worth $5.92M. The position accounts for 0.06% of the portfolio, ranked #52.

Wealthfront first reported a position in COP in Q1 2014 and has held it in 19 quarters since. 1,560 funds tracked by Wall St. Rank hold COP as of Q3 2018.

Wealthfront held 76,521 shares of ConocoPhillips worth $5.92M as of Q3 2018.
Wealthfront bought 4,643 ConocoPhillips shares in Q3 2018, an estimated $335K.
ConocoPhillips made up 0.06% of Wealthfront's portfolio in Q3 2018, its #52 holding.
Wealthfront first reported a position in ConocoPhillips in Q1 2014 and has held it in 19 quarters since.
1,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.