BTR Capital Management’s BP BP Stock Holding History

BTR Capital 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
2013 Q3	–	Sell	-6,237	Closed	-$213K	–	139
2013 Q2	$213K	Buy	+6,237	New	+$217K	0.07%	131

Other funds holding BP

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 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

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

BTR Capital Management's BP Position: Q3 2013 in Review

BTR Capital Management sold out of BP (BP) in Q3 2013, closing a stake of 6,237 shares — an estimated $213K sold.

BTR Capital Management first reported a position in BP in Q2 2013 and held it in 1 quarter. The position peaked at $213K in Q2 2013. 779 funds tracked by Wall St. Rank hold BP as of Q3 2013.

BTR Capital Management reported no remaining BP position as of Q3 2013 after selling out during the quarter.
BTR Capital Management sold 6,237 BP shares in Q3 2013, an estimated $213K.
BTR Capital Management first reported a position in BP in Q2 2013 and held it in 1 quarter.
BTR Capital Management's BP position peaked at $213K in Q2 2013.
779 funds tracked by Wall St. Rank held BP as of Q3 2013.

Based on BTR Capital Management's 13F filing for Q3 2013, filed 2 Oct 2013.