BP
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Banyan Partners’s BP BP Stock Holding History

Banyan Partners’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 		$1.02M Sell
28,513
-2,267
-7% -$89.8K 0.09% 228
2014
Q2 		$1.33M Sell
30,780
-1,434
-4% -$59.1K 0.11% 200
2014
Q1 		$1.27M Buy
32,214
+1,271
+4% +$50.1K 0.11% 202
2013
Q4 		$1.23M Buy
30,943
+17,546
+131% +$653K 0.09% 209
2013
Q3 		$461K Buy
+13,397
New +$460K 0.04% 228

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

Banyan Partners's BP Position: Q3 2014 in Review

Banyan Partners reduced its BP (BP) stake by 7.4% in Q3 2014, selling an estimated $89.8K and leaving 28,513 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #228.

Banyan Partners first reported a position in BP in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.33M in Q2 2014. 866 funds tracked by Wall St. Rank hold BP as of Q3 2014.

  • Banyan Partners held 28,513 shares of BP worth $1.02M as of Q3 2014.
  • Banyan Partners sold 2,267 BP shares in Q3 2014, an estimated $89.8K.
  • BP made up 0.09% of Banyan Partners's portfolio in Q3 2014, its #228 holding.
  • Banyan Partners first reported a position in BP in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's BP position peaked at $1.33M in Q2 2014.
  • 866 funds tracked by Wall St. Rank held BP as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.