Cascade Investment Advisors’s BP BP Stock Holding History

Cascade Investment Advisors’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 Q3	–	Sell	-300	Closed	-$7K	–	257
2020 Q2	$7K	Hold	300	–	–	0.01%	229
2020 Q1	$7.32K	Hold	300	–	–	0.01%	221
2019 Q4	$11.3K	Hold	300	–	–	0.01%	221
2019 Q3	$11.4K	Sell	300 -5	-2%	-$191	0.01%	218
2019 Q2	$12.5K	Hold	305	–	–	0.01%	203
2019 Q1	$13.1K	Sell	305 -5	-2%	-$205	0.01%	187
2018 Q4	$11.4K	Sell	310 -356	-53%	-$14.2K	0.01%	189
2018 Q3	$29.3K	Sell	666 -10	-1%	-$418	0.02%	153
2018 Q2	$29K	Buy	676 +353	+109%	+$14.8K	0.03%	148
2018 Q1	$12.2K	Sell	323 -5	-2%	-$188	0.01%	177
2017 Q4	$12.6K	Sell	328 -5	-2%	-$181	0.01%	171
2017 Q3	$11.5K	Sell	333 -5	-1%	-$159	0.01%	155
2017 Q2	$10.4K	Buy	+338	New	+$10.5K	0.01%	156

Other funds holding BP

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

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cascade Investment Advisors's BP Position: Q3 2020 in Review

Cascade Investment Advisors sold out of BP (BP) in Q3 2020, closing a stake of 300 shares — an estimated $7K sold.

Cascade Investment Advisors first reported a position in BP in Q2 2017 and held it in 13 quarters. The position peaked at $29.3K in Q3 2018. 864 funds tracked by Wall St. Rank hold BP as of Q3 2020.

Cascade Investment Advisors reported no remaining BP position as of Q3 2020 after selling out during the quarter.
Cascade Investment Advisors sold 300 BP shares in Q3 2020, an estimated $7K.
Cascade Investment Advisors first reported a position in BP in Q2 2017 and held it in 13 quarters.
Cascade Investment Advisors's BP position peaked at $29.3K in Q3 2018.
864 funds tracked by Wall St. Rank held BP as of Q3 2020.

Based on Cascade Investment Advisors's 13F filing for Q3 2020, filed 14 Oct 2020.