Evercore Wealth Management’s BP BP Stock Holding History

Evercore 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
2015 Q4	–	Sell	-7,469	Closed	-$192K	–	1010
2015 Q3	$192K	Sell	7,469 -382	-5%	-$11.2K	0.01%	386
2015 Q2	$263K	Sell	7,851 -326	-4%	-$11.4K	0.01%	381
2015 Q1	$264K	Buy	8,177 +1,419	+21%	+$46.5K	0.01%	372
2014 Q4	$214K	Sell	6,758 -11,820	-64%	-$397K	0.01%	349
2014 Q3	$668K	Sell	18,578 -4,450	-19%	-$176K	0.03%	228
2014 Q2	$995K	Buy	23,028 +13,315	+137%	+$549K	0.05%	190
2014 Q1	$381K	Buy	9,713 +574	+6%	+$22.6K	0.02%	291
2013 Q4	$359K	Buy	9,139 +2,421	+36%	+$90.1K	0.02%	304
2013 Q3	$233K	Sell	6,718 -11,082	-62%	-$380K	0.01%	383
2013 Q2	$607K	Buy	+17,800	New	+$620K	0.03%	256

Other funds holding BP

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

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

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evercore Wealth Management's BP Position: Q4 2015 in Review

Evercore Wealth Management sold out of BP (BP) in Q4 2015, closing a stake of 7,469 shares — an estimated $192K sold.

Evercore Wealth Management first reported a position in BP in Q2 2013 and held it in 10 quarters. The position peaked at $995K in Q2 2014. 823 funds tracked by Wall St. Rank hold BP as of Q4 2015.

Evercore Wealth Management reported no remaining BP position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 7,469 BP shares in Q4 2015, an estimated $192K.
Evercore Wealth Management first reported a position in BP in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's BP position peaked at $995K in Q2 2014.
823 funds tracked by Wall St. Rank held BP as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.