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Constellation Wealth Advisors’s BP BP Stock Holding History

Constellation Wealth 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
2013
Q3 		– Sell
-176,808
Closed -$9.62M – 190
2013
Q2 		$9.62M Buy
+176,808
New +$6.15M 1.15% 13

Other funds holding BP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Constellation Wealth Advisors's BP Position: Q3 2013 in Review

Constellation Wealth Advisors sold out of BP (BP) in Q3 2013, closing a stake of 176,808 shares — an estimated $9.62M sold.

Constellation Wealth Advisors first reported a position in BP in Q2 2013 and held it in 1 quarter. The position peaked at $9.62M in Q2 2013. 779 funds tracked by Wall St. Rank hold BP as of Q3 2013.

  • Constellation Wealth Advisors reported no remaining BP position as of Q3 2013 after selling out during the quarter.
  • Constellation Wealth Advisors sold 176,808 BP shares in Q3 2013, an estimated $9.62M.
  • Constellation Wealth Advisors first reported a position in BP in Q2 2013 and held it in 1 quarter.
  • Constellation Wealth Advisors's BP position peaked at $9.62M in Q2 2013.
  • 779 funds tracked by Wall St. Rank held BP as of Q3 2013.

Based on Constellation Wealth Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.