Boston Trust Walden’s BP BP Stock Holding History

Boston Trust Walden’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
2020 Q1	–	Sell	-6,731	Closed	-$254K	–	353
2019 Q4	$254K	Buy	+6,731	New	+$256K	﹤0.01%	363
2019 Q3	–	Sell	-5,024	Closed	-$206K	–	378
2019 Q2	$206K	Sell	5,024 -153	-3%	-$6.42K	﹤0.01%	373
2019 Q1	$223K	Buy	+5,177	New	+$212K	﹤0.01%	369
2018 Q4	–	Sell	-5,227	Closed	-$230K	–	375
2018 Q3	$230K	Sell	5,227 -235	-4%	-$9.83K	﹤0.01%	367
2018 Q2	$235K	Sell	5,462 -71	-1%	-$2.98K	﹤0.01%	368
2018 Q1	$208K	Buy	+5,533	New	+$208K	﹤0.01%	376
2014 Q1	–	Sell	-15,321	Closed	-$609K	–	322
2013 Q4	$609K	Buy	15,321 +3,318	+28%	+$124K	0.01%	283
2013 Q3	$413K	Buy	12,003 +6,074	+102%	+$208K	0.01%	285
2013 Q2	$202K	Buy	+5,929	New	+$206K	﹤0.01%	313

Other funds holding BP

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Trust Walden's BP Position: Q1 2020 in Review

Boston Trust Walden sold out of BP (BP) in Q1 2020, closing a stake of 6,731 shares — an estimated $254K sold.

Boston Trust Walden first reported a position in BP in Q2 2013 and held it in 9 quarters. The position peaked at $609K in Q4 2013. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

Boston Trust Walden reported no remaining BP position as of Q1 2020 after selling out during the quarter.
Boston Trust Walden sold 6,731 BP shares in Q1 2020, an estimated $254K.
Boston Trust Walden first reported a position in BP in Q2 2013 and held it in 9 quarters.
Boston Trust Walden's BP position peaked at $609K in Q4 2013.
1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Boston Trust Walden's 13F filing for Q1 2020, filed 21 Apr 2020.