Dowling & Yahnke’s BP BP Stock Holding History

Dowling & Yahnke’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
2014 Q2	–	Sell	-5,350	Closed	-$210K	–	271
2014 Q1	$210K	Sell	5,350 -573	-10%	-$22.6K	0.03%	259
2013 Q4	$236K	Buy	+5,923	New	+$221K	0.03%	228

Other funds holding BP

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Dowling & Yahnke's BP Position: Q2 2014 in Review

Dowling & Yahnke sold out of BP (BP) in Q2 2014, closing a stake of 5,350 shares — an estimated $210K sold.

Dowling & Yahnke first reported a position in BP in Q4 2013 and held it in 2 quarters. The position peaked at $236K in Q4 2013. 900 funds tracked by Wall St. Rank hold BP as of Q2 2014.

Dowling & Yahnke reported no remaining BP position as of Q2 2014 after selling out during the quarter.
Dowling & Yahnke sold 5,350 BP shares in Q2 2014, an estimated $210K.
Dowling & Yahnke first reported a position in BP in Q4 2013 and held it in 2 quarters.
Dowling & Yahnke's BP position peaked at $236K in Q4 2013.
900 funds tracked by Wall St. Rank held BP as of Q2 2014.

Based on Dowling & Yahnke's 13F filing for Q2 2014, filed 15 Aug 2014.