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America First Investment Advisors’s BP BP Stock Holding History

America First Investment Advisors’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
2015
Q1 		– Sell
-6,026
Closed -$191K – 128
2014
Q4 		$191K Sell
6,026
-87
-1% -$2.92K 0.08% 47
2014
Q3 		$220K Hold
6,113
– – 0.1% 45
2014
Q2 		$264K Hold
6,113
– – 0.12% 43
2014
Q1 		$241K Hold
6,113
– – 0.11% 46
2013
Q4 		$243K Hold
6,113
– – 0.11% 46
2013
Q3 		$210K Hold
6,113
– – 0.11% 46
2013
Q2 		$209K Buy
+6,113
New +$213K 0.11% 45

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

America First Investment Advisors's BP Position: Q1 2015 in Review

America First Investment Advisors sold out of BP (BP) in Q1 2015, closing a stake of 6,026 shares — an estimated $191K sold.

America First Investment Advisors first reported a position in BP in Q2 2013 and held it in 7 quarters. The position peaked at $264K in Q2 2014. 861 funds tracked by Wall St. Rank hold BP as of Q1 2015.

  • America First Investment Advisors reported no remaining BP position as of Q1 2015 after selling out during the quarter.
  • America First Investment Advisors sold 6,026 BP shares in Q1 2015, an estimated $191K.
  • America First Investment Advisors first reported a position in BP in Q2 2013 and held it in 7 quarters.
  • America First Investment Advisors's BP position peaked at $264K in Q2 2014.
  • 861 funds tracked by Wall St. Rank held BP as of Q1 2015.

Based on America First Investment Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.