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Corda Investment Management’s BP BP Stock Holding History

Corda Investment 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
2015
Q2 		– Sell
-146,113
Closed -$4.74M – 53
2015
Q1 		$4.74M Buy
146,113
+22,539
+18% +$738K 0.88% 36
2014
Q4 		$3.91M Buy
+123,574
New +$4.15M 0.74% 40

Other funds holding BP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corda Investment Management's BP Position: Q2 2015 in Review

Corda Investment Management sold out of BP (BP) in Q2 2015, closing a stake of 146,113 shares — an estimated $4.74M sold.

Corda Investment Management first reported a position in BP in Q4 2014 and held it in 2 quarters. The position peaked at $4.74M in Q1 2015. 860 funds tracked by Wall St. Rank hold BP as of Q2 2015.

  • Corda Investment Management reported no remaining BP position as of Q2 2015 after selling out during the quarter.
  • Corda Investment Management sold 146,113 BP shares in Q2 2015, an estimated $4.74M.
  • Corda Investment Management first reported a position in BP in Q4 2014 and held it in 2 quarters.
  • Corda Investment Management's BP position peaked at $4.74M in Q1 2015.
  • 860 funds tracked by Wall St. Rank held BP as of Q2 2015.

Based on Corda Investment Management's 13F filing for Q2 2015, filed 13 Aug 2015.