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Concert Wealth Management’s BP BP Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-8,473
Closed -$278K – 186
2017
Q1 		$278K Sell
8,473
-2,543
-23% -$77.3K 0.06% 365
2016
Q4 		$355K Sell
11,016
-77,161
-88% -$2.32M 0.08% 317
2016
Q3 		$2.61M Buy
88,177
+13,472
+18% +$391K 0.32% 64
2016
Q2 		$2.23M Buy
74,705
+11,144
+18% +$300K 0.3% 77
2016
Q1 		$1.62M Buy
63,561
+9,199
+17% +$232K 0.22% 120
2015
Q4 		$1.43M Sell
54,362
-6,167
-10% -$175K 0.19% 131
2015
Q3 		$1.55M Buy
60,529
+11,457
+23% +$336K 0.21% 118
2015
Q2 		$1.65M Buy
49,072
+2,435
+5% +$85.2K 0.21% 112
2015
Q1 		$1.02M Buy
46,637
+5,176
+12% +$169K 0.29% 81
2014
Q4 		$1.31M Buy
41,461
+32,733
+375% +$1.1M 0.2% 126
2014
Q3 		$312K Sell
8,728
-2,919
-25% -$116K 0.04% 384
2014
Q2 		$485K Sell
11,647
-770
-6% -$31.8K 0.06% 284
2014
Q1 		$492K Buy
12,417
+1
+0% +$39 0.06% 274
2013
Q4 		$494K Sell
12,416
-2,032
-14% -$75.7K 0.06% 259
2013
Q3 		$495K Sell
14,448
-3,242
-18% -$111K 0.07% 254
2013
Q2 		$604K Buy
+17,690
New +$616K 0.09% 187

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Concert Wealth Management's BP Position: Q2 2017 in Review

Concert Wealth Management sold out of BP (BP) in Q2 2017, closing a stake of 8,473 shares — an estimated $278K sold.

Concert Wealth Management first reported a position in BP in Q2 2013 and held it in 16 quarters. The position peaked at $2.61M in Q3 2016. 874 funds tracked by Wall St. Rank hold BP as of Q2 2017.

  • Concert Wealth Management reported no remaining BP position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 8,473 BP shares in Q2 2017, an estimated $278K.
  • Concert Wealth Management first reported a position in BP in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's BP position peaked at $2.61M in Q3 2016.
  • 874 funds tracked by Wall St. Rank held BP as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.