Accredited Investors’s BP BP Stock Holding History

Accredited Investors’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-40,657	Closed	-$1.56M	–	116
2017 Q4	$1.56M	Sell	40,657 -1,214	-3%	-$44K	0.43%	26
2017 Q3	$1.45M	Buy	+41,871	New	+$1.33M	0.4%	29

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Investors's BP Position: Q1 2018 in Review

Accredited Investors sold out of BP (BP) in Q1 2018, closing a stake of 40,657 shares — an estimated $1.56M sold.

Accredited Investors first reported a position in BP in Q3 2017 and held it in 2 quarters. The position peaked at $1.56M in Q4 2017. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2018.

Accredited Investors reported no remaining BP position as of Q1 2018 after selling out during the quarter.
Accredited Investors sold 40,657 BP shares in Q1 2018, an estimated $1.56M.
Accredited Investors first reported a position in BP in Q3 2017 and held it in 2 quarters.
Accredited Investors's BP position peaked at $1.56M in Q4 2017.
1,003 funds tracked by Wall St. Rank held BP as of Q1 2018.

Based on Accredited Investors's 13F filing for Q1 2018, filed 18 Apr 2018.