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Blue Fin Capital’s BP BP Stock Holding History

Blue Fin Capital’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
-9,188
Closed -$277K – 130
2017
Q1 		$277K Sell
9,188
-1,530
-14% -$46.5K 0.17% 112
2016
Q4 		$343K Buy
10,718
+1,874
+21% +$56.4K 0.23% 104
2016
Q3 		$262K Sell
8,844
-356
-4% -$10.3K 0.21% 104
2016
Q2 		$275K Buy
9,200
+327
+4% +$8.81K 0.23% 98
2016
Q1 		$225K Sell
8,873
-3,227
-27% -$81.4K 0.19% 108
2015
Q4 		$318K Sell
12,100
-5,283
-30% -$150K 0.25% 95
2015
Q3 		$447K Sell
17,383
-832
-5% -$24.4K 0.35% 83
2015
Q2 		$612K Buy
18,215
+178
+1% +$6.23K 0.44% 64
2015
Q1 		$585K Sell
18,037
-345
-2% -$11.3K 0.42% 67
2014
Q4 		$581K Sell
18,382
-1,579
-8% -$53.1K 0.44% 63
2014
Q3 		$718K Sell
19,961
-122
-0.6% -$4.83K 0.57% 59
2014
Q2 		$867K Sell
20,083
-617
-3% -$25.4K 0.69% 50
2014
Q1 		$814K Buy
20,700
+2,738
+15% +$108K 0.72% 49
2013
Q4 		$714K Buy
+17,962
New +$669K 0.64% 57

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

Blue Fin Capital's BP Position: Q2 2017 in Review

Blue Fin Capital sold out of BP (BP) in Q2 2017, closing a stake of 9,188 shares — an estimated $277K sold.

Blue Fin Capital first reported a position in BP in Q4 2013 and held it in 14 quarters. The position peaked at $867K in Q2 2014. 874 funds tracked by Wall St. Rank hold BP as of Q2 2017.

  • Blue Fin Capital reported no remaining BP position as of Q2 2017 after selling out during the quarter.
  • Blue Fin Capital sold 9,188 BP shares in Q2 2017, an estimated $277K.
  • Blue Fin Capital first reported a position in BP in Q4 2013 and held it in 14 quarters.
  • Blue Fin Capital's BP position peaked at $867K in Q2 2014.
  • 874 funds tracked by Wall St. Rank held BP as of Q2 2017.

Based on Blue Fin Capital's 13F filing for Q2 2017, filed 2 Aug 2017.