Convergence Investment Partners’s BP BP Stock Holding History

Convergence Investment Partners’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
2018 Q2	–	Sell	-406	Closed	-$15K	–	391
2018 Q1	$15K	Buy	+406	New	+$15.3K	﹤0.01%	634
2014 Q4	–	Sell	-5,592	Closed	-$201K	–	367
2014 Q3	$201K	Buy	5,592 +825	+17%	+$32.7K	0.03%	344
2014 Q2	$206K	Sell	4,767 -2,018	-30%	-$83.2K	0.03%	347
2014 Q1	$267K	Sell	6,785 -922	-12%	-$36.4K	0.04%	311
2013 Q4	$306K	Sell	7,707 -1,584	-17%	-$59K	0.05%	304
2013 Q3	$319K	Sell	9,291 -2,065	-18%	-$70.8K	0.07%	234
2013 Q2	$388K	Buy	+11,356	New	+$395K	0.1%	219

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Convergence Investment Partners's BP Position: Q2 2018 in Review

Convergence Investment Partners sold out of BP (BP) in Q2 2018, closing a stake of 406 shares — an estimated $15K sold.

Convergence Investment Partners first reported a position in BP in Q2 2013 and held it in 7 quarters. The position peaked at $388K in Q2 2013. 1,039 funds tracked by Wall St. Rank hold BP as of Q2 2018.

Convergence Investment Partners reported no remaining BP position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 406 BP shares in Q2 2018, an estimated $15K.
Convergence Investment Partners first reported a position in BP in Q2 2013 and held it in 7 quarters.
Convergence Investment Partners's BP position peaked at $388K in Q2 2013.
1,039 funds tracked by Wall St. Rank held BP as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.