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Court Place Advisors’s BP BP Stock Holding History

Court Place 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
2016
Q4 		– Sell
-16,873
Closed -$499K – 151
2016
Q3 		$499K Sell
16,873
-788
-4% -$22.9K 0.28% 81
2016
Q2 		$528K Buy
17,661
+1,783
+11% +$48K 0.31% 75
2016
Q1 		$403K Sell
15,878
-357
-2% -$9.01K 0.25% 85
2015
Q4 		$427K Sell
16,235
-1,652
-9% -$47K 0.27% 78
2015
Q3 		$460K Sell
17,887
-5,635
-24% -$165K 0.32% 72
2015
Q2 		$791K Sell
23,522
-2,406
-9% -$84.2K 0.5% 54
2015
Q1 		$841K Sell
25,928
-114
-0.4% -$3.73K 0.54% 52
2014
Q4 		$824K Sell
26,042
-2,273
-8% -$76.4K 0.53% 52
2014
Q3 		$1.02M Sell
28,315
-1,828
-6% -$72.4K 0.69% 43
2014
Q2 		$1.3M Buy
30,143
+372
+1% +$15.3K 0.9% 36
2014
Q1 		$1.17M Buy
29,771
+555
+2% +$21.9K 0.85% 38
2013
Q4 		$1.16M Buy
+29,216
New +$1.09M 0.89% 39

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Court Place Advisors's BP Position: Q4 2016 in Review

Court Place Advisors sold out of BP (BP) in Q4 2016, closing a stake of 16,873 shares — an estimated $499K sold.

Court Place Advisors first reported a position in BP in Q4 2013 and held it in 12 quarters. The position peaked at $1.3M in Q2 2014. 910 funds tracked by Wall St. Rank hold BP as of Q4 2016.

  • Court Place Advisors reported no remaining BP position as of Q4 2016 after selling out during the quarter.
  • Court Place Advisors sold 16,873 BP shares in Q4 2016, an estimated $499K.
  • Court Place Advisors first reported a position in BP in Q4 2013 and held it in 12 quarters.
  • Court Place Advisors's BP position peaked at $1.3M in Q2 2014.
  • 910 funds tracked by Wall St. Rank held BP as of Q4 2016.

Based on Court Place Advisors's 13F filing for Q4 2016, filed 6 Feb 2017.