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Financial Partners Capital Management’s BP BP Stock Holding History

Financial Partners 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
2021
Q4 		– Sell
-7,407
Closed -$202K – 127
2021
Q3 		$202K Buy
+7,407
New +$186K 0.04% 115
2020
Q4 		– Sell
-224,100
Closed -$3.91M – 106
2020
Q3 		$3.91M Buy
224,100
+278
+0.1% +$6.02K 1.04% 32
2020
Q2 		$5.22M Buy
223,822
+2,322
+1% +$55.7K 1.5% 28
2020
Q1 		$5.4M Buy
+221,500
New +$7.16M 1.72% 26
2018
Q4 		$7.88M Buy
214,338
+25,631
+14% +$1.02M 2.6% 18
2018
Q3 		$8.31M Sell
188,707
-1,675
-0.9% -$70K 2.36% 20
2018
Q2 		$8.18M Sell
190,382
-2,097
-1% -$88.1K 2.49% 18
2018
Q1 		$7.25M Sell
192,479
-873
-0.5% -$32.9K 2.19% 22
2017
Q4 		$7.44M Sell
193,352
-250
-0.1% -$9.06K 1.37% 29
2017
Q3 		$6.71M Buy
193,602
+1,683
+0.9% +$53.5K 1.28% 33
2017
Q2 		$5.9M Buy
191,919
+7,182
+4% +$223K 1.23% 34
2017
Q1 		$5.56M Sell
184,737
-2,590
-1% -$78.7K 1.22% 34
2016
Q4 		$6M Buy
187,327
+75,615
+68% +$2.28M 1.44% 28
2016
Q3 		$3.39M Sell
111,712
-1,194
-1% -$34.6K 0.86% 43
2016
Q2 		$3.37M Buy
112,906
+2,908
+3% +$78.4K 0.9% 43
2016
Q1 		$2.79M Buy
109,998
+7,653
+7% +$193K 0.69% 52
2015
Q4 		$2.69M Sell
102,345
-73,722
-42% -$2.1M 0.64% 55
2015
Q3 		$4.53M Buy
176,067
+12,645
+8% +$371K 1.14% 39
2015
Q2 		$5.5M Sell
163,422
-4,823
-3% -$169K 1.35% 30
2015
Q1 		$5.46M Buy
168,245
+1,868
+1% +$61.2K 1.37% 30
2014
Q4 		$5.26M Buy
166,377
+6,050
+4% +$203K 1.43% 29
2014
Q3 		$5.76M Buy
160,327
+21,701
+16% +$860K 1.66% 22
2014
Q2 		$5.98M Buy
138,626
+1,063
+0.8% +$43.8K 1.82% 17
2014
Q1 		$5.41M Buy
137,563
+5,089
+4% +$201K 1.75% 18
2013
Q4 		$5.27M Buy
132,474
+8,013
+6% +$298K 1.74% 19
2013
Q3 		$4.28M Buy
+124,461
New +$4.27M 1.7% 24

Other funds holding BP

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Partners Capital Management's BP Position: Q4 2021 in Review

Financial Partners Capital Management sold out of BP (BP) in Q4 2021, closing a stake of 7,407 shares — an estimated $202K sold.

Financial Partners Capital Management first reported a position in BP in Q3 2013 and held it in 26 quarters. The position peaked at $8.31M in Q3 2018. 1,000 funds tracked by Wall St. Rank hold BP as of Q4 2021.

  • Financial Partners Capital Management reported no remaining BP position as of Q4 2021 after selling out during the quarter.
  • Financial Partners Capital Management sold 7,407 BP shares in Q4 2021, an estimated $202K.
  • Financial Partners Capital Management first reported a position in BP in Q3 2013 and held it in 26 quarters.
  • Financial Partners Capital Management's BP position peaked at $8.31M in Q3 2018.
  • 1,000 funds tracked by Wall St. Rank held BP as of Q4 2021.

Based on Financial Partners Capital Management's 13F filing for Q4 2021, filed 27 Feb 2023.