Birch Hill Investment Advisors’s BP BP Stock Holding History

Birch Hill Investment Advisors’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 Q4	–	Sell	-6,003	Closed	-$208K	–	134
2017 Q3	$208K	Buy	+6,003	New	+$191K	0.02%	125
2017 Q1	–	Sell	-6,320	Closed	-$202K	–	134
2016 Q4	$202K	Buy	+6,320	New	+$190K	0.02%	123
2016 Q3	–	Sell	-6,854	Closed	-$205K	–	130
2016 Q2	$205K	Buy	+6,854	New	+$185K	0.02%	125
2015 Q3	–	Sell	-6,435	Closed	-$216K	–	132
2015 Q2	$216K	Sell	6,435 -90	-1%	-$3.15K	0.02%	133
2015 Q1	$212K	Sell	6,525 -636	-9%	-$20.8K	0.02%	133
2014 Q4	$227K	Sell	7,161 -103	-1%	-$3.46K	0.02%	134
2014 Q3	$261K	Hold	7,264	–	–	0.03%	124
2014 Q2	$313K	Buy	7,264 +366	+5%	+$15.1K	0.03%	116
2014 Q1	$271K	Buy	6,898 +123	+2%	+$4.85K	0.03%	125
2013 Q4	$269K	Hold	6,775	–	–	0.03%	125
2013 Q3	$233K	Hold	6,775	–	–	0.03%	128
2013 Q2	$231K	Buy	+6,775	New	+$236K	0.03%	128

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Birch Hill Investment Advisors's BP Position: Q4 2017 in Review

Birch Hill Investment Advisors sold out of BP (BP) in Q4 2017, closing a stake of 6,003 shares — an estimated $208K sold.

Birch Hill Investment Advisors first reported a position in BP in Q2 2013 and held it in 12 quarters. The position peaked at $313K in Q2 2014. 1,002 funds tracked by Wall St. Rank hold BP as of Q4 2017.

Birch Hill Investment Advisors reported no remaining BP position as of Q4 2017 after selling out during the quarter.
Birch Hill Investment Advisors sold 6,003 BP shares in Q4 2017, an estimated $208K.
Birch Hill Investment Advisors first reported a position in BP in Q2 2013 and held it in 12 quarters.
Birch Hill Investment Advisors's BP position peaked at $313K in Q2 2014.
1,002 funds tracked by Wall St. Rank held BP as of Q4 2017.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.