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Elite Wealth Management’s BP BP Stock Holding History

Elite Wealth 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
2016
Q3 		$47K Buy
+1,597
New +$46.3K 0.08% 61
2014
Q4 		– Sell
-3,286
Closed -$118K – 117
2014
Q3 		$118K Buy
3,286
+3,178
+2,943% +$126K 0.11% 80
2014
Q2 		$5K Sell
108
-489
-82% -$20.2K 0.01% 293
2014
Q1 		$23K Hold
597
– – 0.02% 180
2013
Q4 		$24K Buy
+597
New +$22.2K 0.02% 246

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Elite Wealth Management's BP Position: Q3 2016 in Review

Elite Wealth Management opened a new position in BP (BP) in Q3 2016: 1,597 shares worth $47K. The stake represents 0.08% of the portfolio and ranks #61 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in BP as recently as Q3 2014.

Elite Wealth Management first reported a position in BP in Q4 2013 and has held it in 5 quarters since. The position peaked at $118K in Q3 2014. 850 funds tracked by Wall St. Rank hold BP as of Q3 2016.

  • Elite Wealth Management held 1,597 shares of BP worth $47K as of Q3 2016.
  • BP was a new Elite Wealth Management position in Q3 2016.
  • BP made up 0.08% of Elite Wealth Management's portfolio in Q3 2016, its #61 holding.
  • Elite Wealth Management first reported a position in BP in Q4 2013 and has held it in 5 quarters since.
  • Elite Wealth Management's BP position peaked at $118K in Q3 2014.
  • 850 funds tracked by Wall St. Rank held BP as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.