Edmond de Rothschild (Suisse)’s BP BP Stock Holding History

Edmond de Rothschild (Suisse)’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 Q3	$197K	Buy	6,656 +57	+0.9%	+$1.65K	0.06%	208
2016 Q2	$197K	Sell	6,599 -301	-4%	-$8.11K	0.07%	185
2016 Q1	$175K	Buy	6,900 +38	+0.6%	+$959	0.07%	154
2015 Q4	$180K	Sell	6,862 -1,008	-13%	-$28.7K	0.07%	148
2015 Q3	$202K	Buy	7,870 +1,702	+28%	+$49.9K	0.07%	154
2015 Q2	$207K	Buy	+6,168	New	+$216K	0.07%	157

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s BP Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) increased its BP (BP) stake by 0.86% in Q3 2016, buying an estimated $1.65K and bringing the position to 6,656 shares worth $197K. The position accounts for 0.06% of the portfolio, ranked #208.

Edmond de Rothschild (Suisse) first reported a position in BP in Q2 2015 and has held it in 6 quarters since. The position peaked at $207K in Q2 2015. 852 funds tracked by Wall St. Rank hold BP as of Q3 2016.

Edmond de Rothschild (Suisse) held 6,656 shares of BP worth $197K as of Q3 2016.
Edmond de Rothschild (Suisse) bought 57 BP shares in Q3 2016, an estimated $1.65K.
BP made up 0.06% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #208 holding.
Edmond de Rothschild (Suisse) first reported a position in BP in Q2 2015 and has held it in 6 quarters since.
Edmond de Rothschild (Suisse)'s BP position peaked at $207K in Q2 2015.
852 funds tracked by Wall St. Rank held BP as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.