Ziegler Capital Management’s Occidental Petroleum OXY Stock Holding History

Ziegler Capital 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
2013 Q3	$3.31M	Sell	36,913 -2,597	-7%	-$223K	0.29%	96
2013 Q2	$3.38M	Buy	+39,510	New	+$3.34M	0.36%	79

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Ziegler Capital Management's OXY Position: Q3 2013 in Review

Ziegler Capital Management reduced its Occidental Petroleum (OXY) stake by 6.6% in Q3 2013, selling an estimated $223K and leaving 36,913 shares worth $3.31M. The position accounts for 0.29% of the portfolio, ranked #96.

Ziegler Capital Management first reported a position in OXY in Q2 2013 and has held it in 2 quarters since. The position peaked at $3.38M in Q2 2013. 1,007 funds tracked by Wall St. Rank hold OXY as of Q3 2013.

Ziegler Capital Management held 36,913 shares of Occidental Petroleum worth $3.31M as of Q3 2013.
Ziegler Capital Management sold 2,597 Occidental Petroleum shares in Q3 2013, an estimated $223K.
Occidental Petroleum made up 0.29% of Ziegler Capital Management's portfolio in Q3 2013, its #96 holding.
Ziegler Capital Management first reported a position in Occidental Petroleum in Q2 2013 and has held it in 2 quarters since.
Ziegler Capital Management's Occidental Petroleum position peaked at $3.38M in Q2 2013.
1,007 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2013.

Based on Ziegler Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.