AIM
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Aspen Investment Management’s BP BP Stock Holding History

Aspen Investment 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
2019
Q2 		– Sell
-4,643
Closed -$200K – 137
2019
Q1 		$200K Buy
+4,643
New +$190K 0.14% 135
2018
Q4 		– Sell
-4,887
Closed -$215K – 132
2018
Q3 		$215K Sell
4,887
-97
-2% -$4.06K 0.14% 138
2018
Q2 		$214K Buy
+4,984
New +$209K 0.15% 135
2017
Q1 		– Sell
-6,789
Closed -$217K – 130
2016
Q4 		$217K Sell
6,789
-480
-7% -$14.4K 0.16% 122
2016
Q3 		$215K Hold
7,269
– – 0.17% 119
2016
Q2 		$217K Buy
+7,269
New +$196K 0.18% 117
2016
Q1 		– Sell
-7,868
Closed -$207K – 118
2015
Q4 		$207K Sell
7,868
-356
-4% -$10.1K 0.21% 114
2015
Q3 		$211K Sell
8,224
-773
-9% -$22.7K 0.21% 113
2015
Q2 		$302K Sell
8,997
-187
-2% -$6.55K 0.25% 91
2015
Q1 		$298K Hold
9,184
– – 0.24% 94
2014
Q4 		$290K Sell
9,184
-1,110
-11% -$37.3K 0.24% 94
2014
Q3 		$370K Sell
10,294
-7,965
-44% -$315K 0.31% 81
2014
Q2 		$788K Sell
18,259
-22
-0.1% -$907 0.48% 67
2014
Q1 		$719K Hold
18,281
– – 0.46% 69
2013
Q4 		$727K Sell
18,281
-1,931
-10% -$71.9K 0.48% 70
2013
Q3 		$695K Sell
20,212
-98
-0.5% -$3.36K 0.49% 71
2013
Q2 		$693K Buy
+20,310
New +$707K 0.47% 69

Other funds holding BP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aspen Investment Management's BP Position: Q2 2019 in Review

Aspen Investment Management sold out of BP (BP) in Q2 2019, closing a stake of 4,643 shares — an estimated $200K sold.

Aspen Investment Management first reported a position in BP in Q2 2013 and held it in 17 quarters. The position peaked at $788K in Q2 2014. 1,097 funds tracked by Wall St. Rank hold BP as of Q2 2019.

  • Aspen Investment Management reported no remaining BP position as of Q2 2019 after selling out during the quarter.
  • Aspen Investment Management sold 4,643 BP shares in Q2 2019, an estimated $200K.
  • Aspen Investment Management first reported a position in BP in Q2 2013 and held it in 17 quarters.
  • Aspen Investment Management's BP position peaked at $788K in Q2 2014.
  • 1,097 funds tracked by Wall St. Rank held BP as of Q2 2019.

Based on Aspen Investment Management's 13F filing for Q2 2019, filed 12 Aug 2019.