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Aris Wealth Services’s BP BP Stock Holding History

Aris Wealth Services’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
Q3 		$2K Sell
67
-960
-93% -$28.1K ﹤0.01% 319
2015
Q2 		$35K Buy
1,027
+693
+207% +$24.3K 0.03% 253
2015
Q1 		$11K Buy
+334
New +$10.9K 0.01% 354

Other funds holding BP

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
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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aris Wealth Services's BP Position: Q3 2015 in Review

Aris Wealth Services reduced its BP (BP) stake by 93% in Q3 2015, selling an estimated $28.1K and leaving 67 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Aris Wealth Services first reported a position in BP in Q1 2015 and has held it in 3 quarters since. The position peaked at $35K in Q2 2015. 805 funds tracked by Wall St. Rank hold BP as of Q3 2015.

  • Aris Wealth Services held 67 shares of BP worth $2K as of Q3 2015.
  • Aris Wealth Services sold 960 BP shares in Q3 2015, an estimated $28.1K.
  • BP made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #319 holding.
  • Aris Wealth Services first reported a position in BP in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's BP position peaked at $35K in Q2 2015.
  • 805 funds tracked by Wall St. Rank held BP as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.