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Ancora Family Wealth Advisors’s BP BP Stock Holding History

Ancora Family Wealth 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
2016
Q3 		$566K Buy
19,129
+101
+0.5% +$2.93K 0.19% 124
2016
Q2 		$569K Sell
19,028
-3,019
-14% -$81.3K 0.22% 113
2016
Q1 		$560K Sell
22,047
-8,336
-27% -$210K 0.23% 114
2015
Q4 		$799K Sell
30,383
-32,570
-52% -$926K 0.34% 91
2015
Q3 		$1.62M Buy
+62,953
New +$1.85M 0.67% 46

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Ancora Family Wealth Advisors's BP Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its BP (BP) stake by 0.53% in Q3 2016, buying an estimated $2.93K and bringing the position to 19,129 shares worth $566K. The position accounts for 0.19% of the portfolio, ranked #124.

Ancora Family Wealth Advisors first reported a position in BP in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.62M in Q3 2015. 852 funds tracked by Wall St. Rank hold BP as of Q3 2016.

  • Ancora Family Wealth Advisors held 19,129 shares of BP worth $566K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 101 BP shares in Q3 2016, an estimated $2.93K.
  • BP made up 0.19% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #124 holding.
  • Ancora Family Wealth Advisors first reported a position in BP in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's BP position peaked at $1.62M in Q3 2015.
  • 852 funds tracked by Wall St. Rank held BP as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.