Bruderman Asset Management’s BP BP Stock Holding History

Bruderman Asset Management’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
2019 Q2	–	Sell	-11,179	Closed	-$481K	–	167
2019 Q1	$481K	Buy	11,179 +338	+3%	+$13.9K	0.11%	96
2018 Q4	$398K	Buy	10,841 +10,326	+2,005%	+$412K	0.1%	91
2018 Q3	$23K	Sell	515 -3,844	-88%	-$161K	0.01%	246
2018 Q2	$187K	Sell	4,359 -49	-1%	-$2.06K	0.05%	117
2018 Q1	$166K	Buy	+4,408	New	+$166K	0.04%	132
2017 Q3	–	Sell	-4,660	Closed	-$143K	–	143
2017 Q2	$143K	Buy	+4,660	New	+$145K	0.04%	127
2017 Q1	–	Sell	-1,810	Closed	-$58K	–	141
2016 Q4	$58K	Sell	1,810 -176	-9%	-$5.3K	0.02%	186
2016 Q3	$59K	Sell	1,986 -24,236	-92%	-$703K	0.02%	186
2016 Q2	$783K	Sell	26,222 -34,151	-57%	-$920K	0.25%	72
2016 Q1	$1.53M	Buy	60,373 +1,435	+2%	+$36.2K	0.53%	44
2015 Q4	$1.55M	Sell	58,938 -42,659	-42%	-$1.21M	0.58%	45
2015 Q3	$2.61M	Buy	101,597 +591	+0.6%	+$17.3K	1.03%	27
2015 Q2	$3.4M	Buy	101,006 +42,181	+72%	+$1.48M	1.3%	21
2015 Q1	$1.91M	Buy	+58,825	New	+$1.93M	0.74%	37

Other funds holding BP

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Bruderman Asset Management's BP Position: Q2 2019 in Review

Bruderman Asset Management sold out of BP (BP) in Q2 2019, closing a stake of 11,179 shares — an estimated $481K sold.

Bruderman Asset Management first reported a position in BP in Q1 2015 and held it in 14 quarters. The position peaked at $3.4M in Q2 2015. 1,097 funds tracked by Wall St. Rank hold BP as of Q2 2019.

Bruderman Asset Management reported no remaining BP position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 11,179 BP shares in Q2 2019, an estimated $481K.
Bruderman Asset Management first reported a position in BP in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's BP position peaked at $3.4M in Q2 2015.
1,097 funds tracked by Wall St. Rank held BP as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.