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Allen Investment Management’s BP BP Stock Holding History

Allen Investment Management’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
2017
Q1 		– Sell
-52,932
Closed -$1.7M – 212
2016
Q4 		$1.7M Buy
52,932
+24
+0% +$722 0.1% 74
2016
Q3 		$1.56M Hold
52,908
– – 0.1% 71
2016
Q2 		$1.58M Buy
+52,908
New +$1.43M 0.11% 68
2014
Q1 		– Sell
-6,179
Closed -$246K – 128
2013
Q4 		$246K Sell
6,179
-984,648
-99% -$36.7M 0.05% 69
2013
Q3 		$34.1M Buy
990,827
+12,789
+1% +$439K 9.33% 3
2013
Q2 		$33.4M Buy
+978,038
New +$34M 12.89% 2

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Allen Investment Management's BP Position: Q1 2017 in Review

Allen Investment Management sold out of BP (BP) in Q1 2017, closing a stake of 52,932 shares — an estimated $1.7M sold.

Allen Investment Management first reported a position in BP in Q2 2013 and held it in 6 quarters. The position peaked at $34.1M in Q3 2013. 892 funds tracked by Wall St. Rank hold BP as of Q1 2017.

  • Allen Investment Management reported no remaining BP position as of Q1 2017 after selling out during the quarter.
  • Allen Investment Management sold 52,932 BP shares in Q1 2017, an estimated $1.7M.
  • Allen Investment Management first reported a position in BP in Q2 2013 and held it in 6 quarters.
  • Allen Investment Management's BP position peaked at $34.1M in Q3 2013.
  • 892 funds tracked by Wall St. Rank held BP as of Q1 2017.

Based on Allen Investment Management's 13F filing for Q1 2017, filed 15 May 2017.