BFO
BP icon

Boston Family Office’s BP BP Stock Holding History

Boston Family Office’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
2015
Q3 		– Sell
-16,177
Closed -$544K – 237
2015
Q2 		$544K Sell
16,177
-140
-0.9% -$4.9K 0.07% 191
2015
Q1 		$530K Hold
16,317
– – 0.07% 195
2014
Q4 		$516K Sell
16,317
-829
-5% -$27.9K 0.06% 196
2014
Q3 		$616K Buy
17,146
+76
+0.4% +$3.01K 0.08% 184
2014
Q2 		$737K Sell
17,070
-60
-0.4% -$2.48K 0.09% 174
2014
Q1 		$674K Hold
17,130
– – 0.09% 173
2013
Q4 		$681K Sell
17,130
-856
-5% -$31.9K 0.09% 175
2013
Q3 		$618K Sell
17,986
-3,838
-18% -$132K 0.09% 175
2013
Q2 		$745K Buy
+21,824
New +$760K 0.11% 158

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Family Office's BP Position: Q3 2015 in Review

Boston Family Office sold out of BP (BP) in Q3 2015, closing a stake of 16,177 shares — an estimated $544K sold.

Boston Family Office first reported a position in BP in Q2 2013 and held it in 9 quarters. The position peaked at $745K in Q2 2013. 806 funds tracked by Wall St. Rank hold BP as of Q3 2015.

  • Boston Family Office reported no remaining BP position as of Q3 2015 after selling out during the quarter.
  • Boston Family Office sold 16,177 BP shares in Q3 2015, an estimated $544K.
  • Boston Family Office first reported a position in BP in Q2 2013 and held it in 9 quarters.
  • Boston Family Office's BP position peaked at $745K in Q2 2013.
  • 806 funds tracked by Wall St. Rank held BP as of Q3 2015.

Based on Boston Family Office's 13F filing for Q3 2015, filed 4 Nov 2015.