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Atherton Lane Advisers’s BP BP Stock Holding History

Atherton Lane Advisers’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
2014
Q3 		– Sell
-7,043
Closed -$304K – 264
2014
Q2 		$304K Buy
7,043
+302
+4% +$12.5K 0.02% 222
2014
Q1 		$265K Sell
6,741
-73
-1% -$2.88K 0.02% 133
2013
Q4 		$271K Sell
6,814
-492
-7% -$18.3K 0.02% 128
2013
Q3 		$251K Sell
7,306
-4,910
-40% -$168K 0.02% 122
2013
Q2 		$417K Buy
+12,216
New +$425K 0.03% 97

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Atherton Lane Advisers's BP Position: Q3 2014 in Review

Atherton Lane Advisers sold out of BP (BP) in Q3 2014, closing a stake of 7,043 shares — an estimated $304K sold.

Atherton Lane Advisers first reported a position in BP in Q2 2013 and held it in 5 quarters. The position peaked at $417K in Q2 2013. 866 funds tracked by Wall St. Rank hold BP as of Q3 2014.

  • Atherton Lane Advisers reported no remaining BP position as of Q3 2014 after selling out during the quarter.
  • Atherton Lane Advisers sold 7,043 BP shares in Q3 2014, an estimated $304K.
  • Atherton Lane Advisers first reported a position in BP in Q2 2013 and held it in 5 quarters.
  • Atherton Lane Advisers's BP position peaked at $417K in Q2 2013.
  • 866 funds tracked by Wall St. Rank held BP as of Q3 2014.

Based on Atherton Lane Advisers's 13F filing for Q3 2014, filed 14 Nov 2014.