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BP icon

CFO4Life’s BP BP Stock Holding History

CFO4Life’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
2016
Q4 		$667K Sell
20,828
-1,914
-8% -$57.6K 0.55% 27
2016
Q3 		$673K Buy
22,742
+679
+3% +$19.7K 0.58% 28
2016
Q2 		$659K Sell
22,063
-35
-0.2% -$943 0.56% 30
2016
Q1 		$561K Sell
22,098
-4,814
-18% -$121K 0.5% 32
2015
Q4 		$708K Buy
26,912
+1,025
+4% +$29.2K 0.67% 30
2015
Q3 		$666K Buy
25,887
+3,237
+14% +$94.9K 0.71% 28
2015
Q2 		$762K Buy
22,650
+125
+0.6% +$4.38K 0.64% 32
2015
Q1 		$731K Buy
22,525
+3,966
+21% +$130K 0.61% 34
2014
Q4 		$587K Buy
+18,559
New +$624K 0.48% 33

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFO4Life's BP Position: Q4 2016 in Review

CFO4Life reduced its BP (BP) stake by 8.4% in Q4 2016, selling an estimated $57.6K and leaving 20,828 shares worth $667K. The position accounts for 0.55% of the portfolio, ranked #27.

CFO4Life first reported a position in BP in Q4 2014 and has held it in 9 quarters since. The position peaked at $762K in Q2 2015. 910 funds tracked by Wall St. Rank hold BP as of Q4 2016.

  • CFO4Life held 20,828 shares of BP worth $667K as of Q4 2016.
  • CFO4Life sold 1,914 BP shares in Q4 2016, an estimated $57.6K.
  • BP made up 0.55% of CFO4Life's portfolio in Q4 2016, its #27 holding.
  • CFO4Life first reported a position in BP in Q4 2014 and has held it in 9 quarters since.
  • CFO4Life's BP position peaked at $762K in Q2 2015.
  • 910 funds tracked by Wall St. Rank held BP as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.