Family Capital Trust’s BP BP Stock Holding History

Family Capital Trust’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 Q1	–	Sell	-76	Closed	-$2K	–	84
2014 Q4	$2K	Buy	+76	New	+$2.55K	﹤0.01%	96

Other funds holding BP

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Family Capital Trust's BP Position: Q1 2015 in Review

Family Capital Trust sold out of BP (BP) in Q1 2015, closing a stake of 76 shares — an estimated $2K sold.

Family Capital Trust first reported a position in BP in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 861 funds tracked by Wall St. Rank hold BP as of Q1 2015.

Family Capital Trust reported no remaining BP position as of Q1 2015 after selling out during the quarter.
Family Capital Trust sold 76 BP shares in Q1 2015, an estimated $2K.
Family Capital Trust first reported a position in BP in Q4 2014 and held it in 1 quarter.
Family Capital Trust's BP position peaked at $2K in Q4 2014.
861 funds tracked by Wall St. Rank held BP as of Q1 2015.

Based on Family Capital Trust's 13F filing for Q1 2015, filed 29 Apr 2015.