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Everence Capital Management’s BP BP Stock Holding History

Everence Capital 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
2013
Q4 		– Sell
-34,404
Closed -$1.18M – 264
2013
Q3 		$1.18M Hold
34,404
– – 0.51% 58
2013
Q2 		$1.18M Buy
+34,404
New +$1.2M 0.53% 54

Other funds holding BP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Everence Capital Management's BP Position: Q4 2013 in Review

Everence Capital Management sold out of BP (BP) in Q4 2013, closing a stake of 34,404 shares — an estimated $1.18M sold.

Everence Capital Management first reported a position in BP in Q2 2013 and held it in 2 quarters. The position peaked at $1.18M in Q3 2013. 866 funds tracked by Wall St. Rank hold BP as of Q4 2013.

  • Everence Capital Management reported no remaining BP position as of Q4 2013 after selling out during the quarter.
  • Everence Capital Management sold 34,404 BP shares in Q4 2013, an estimated $1.18M.
  • Everence Capital Management first reported a position in BP in Q2 2013 and held it in 2 quarters.
  • Everence Capital Management's BP position peaked at $1.18M in Q3 2013.
  • 866 funds tracked by Wall St. Rank held BP as of Q4 2013.

Based on Everence Capital Management's 13F filing for Q4 2013, filed 4 Feb 2014.