Apriem Advisors’s BP BP Stock Holding History

Apriem 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
2018 Q3	–	Sell	-2,869	Closed	-$123K	–	177
2018 Q2	$123K	Buy	+2,869	New	+$121K	0.03%	154
2016 Q1	–	Sell	-18	Closed	–	–	574
2015 Q4	$0	Hold	18	–	–	﹤0.01%	546
2015 Q3	$0	Sell	18 -2,377	-99%	-$69.7K	﹤0.01%	523
2015 Q2	$81K	Buy	2,395 +1,859	+347%	+$65.1K	0.03%	159
2015 Q1	$17K	Sell	536 -648	-55%	-$21.2K	0.01%	346
2014 Q4	$37K	Buy	1,184 +1	+0.1%	+$34	0.01%	221
2014 Q3	$43K	Sell	1,183 -35	-3%	-$1.39K	0.02%	218
2014 Q2	$53K	Buy	1,218 +118	+11%	+$4.87K	0.02%	193
2014 Q1	$43K	Buy	1,100 +880	+400%	+$34.7K	0.02%	227
2013 Q4	$9K	Sell	220 -633	-74%	-$23.6K	﹤0.01%	365
2013 Q3	$29K	Buy	853 +226	+36%	+$7.75K	0.01%	247
2013 Q2	$21K	Buy	+627	New	+$21.8K	0.01%	270

Other funds holding BP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Apriem Advisors's BP Position: Q3 2018 in Review

Apriem Advisors sold out of BP (BP) in Q3 2018, closing a stake of 2,869 shares — an estimated $123K sold.

Apriem Advisors first reported a position in BP in Q2 2013 and held it in 12 quarters. The position peaked at $123K in Q2 2018. 1,060 funds tracked by Wall St. Rank hold BP as of Q3 2018.

Apriem Advisors reported no remaining BP position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 2,869 BP shares in Q3 2018, an estimated $123K.
Apriem Advisors first reported a position in BP in Q2 2013 and held it in 12 quarters.
Apriem Advisors's BP position peaked at $123K in Q2 2018.
1,060 funds tracked by Wall St. Rank held BP as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.