Armbruster Capital Management’s BP BP Stock Holding History

Armbruster Capital 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 Q2	–	Sell	-172	Closed	-$5K	–	275
2017 Q1	$5K	Sell	172 -3	-2%	-$91	﹤0.01%	234
2016 Q4	$6K	Sell	175 -3	-2%	-$90	﹤0.01%	233
2016 Q3	$5K	Sell	178 -476	-73%	-$13.8K	﹤0.01%	236
2016 Q2	$20K	Sell	654 -237	-27%	-$6.39K	0.01%	185
2016 Q1	$23K	Hold	891	–	–	0.02%	180
2015 Q4	$23K	Buy	+891	New	+$25.3K	0.02%	189

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Armbruster Capital Management's BP Position: Q2 2017 in Review

Armbruster Capital Management sold out of BP (BP) in Q2 2017, closing a stake of 172 shares — an estimated $5K sold.

Armbruster Capital Management first reported a position in BP in Q4 2015 and held it in 6 quarters. The position peaked at $23K in Q1 2016. 874 funds tracked by Wall St. Rank hold BP as of Q2 2017.

Armbruster Capital Management reported no remaining BP position as of Q2 2017 after selling out during the quarter.
Armbruster Capital Management sold 172 BP shares in Q2 2017, an estimated $5K.
Armbruster Capital Management first reported a position in BP in Q4 2015 and held it in 6 quarters.
Armbruster Capital Management's BP position peaked at $23K in Q1 2016.
874 funds tracked by Wall St. Rank held BP as of Q2 2017.

Based on Armbruster Capital Management's 13F filing for Q2 2017, filed 1 Aug 2017.