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Bellwether Investment Group’s BP BP Stock Holding History

Bellwether Investment Group’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
-1,233
Closed -$37K – 142
2017
Q1 		$37K Sell
1,233
-3,555
-74% -$108K 0.1% 190
2016
Q4 		$153K Buy
+4,788
New +$144K 0.14% 165
2016
Q2 		$64K Buy
+2,126
New +$57.3K 0.07% 216

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bellwether Investment Group's BP Position: Q2 2017 in Review

Bellwether Investment Group sold out of BP (BP) in Q2 2017, closing a stake of 1,233 shares — an estimated $37K sold.

Bellwether Investment Group first reported a position in BP in Q2 2016 and held it in 3 quarters. The position peaked at $153K in Q4 2016. 874 funds tracked by Wall St. Rank hold BP as of Q2 2017.

  • Bellwether Investment Group reported no remaining BP position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,233 BP shares in Q2 2017, an estimated $37K.
  • Bellwether Investment Group first reported a position in BP in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's BP position peaked at $153K in Q4 2016.
  • 874 funds tracked by Wall St. Rank held BP as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.