FinTrust Investment Advisory Services’s BP BP Stock Holding History

FinTrust Investment Advisory Services’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
2018 Q1	$801K	Sell	21,256 -1,100	-5%	-$41.4K	0.73%	26
2017 Q4	$860K	Sell	22,356 -1,448	-6%	-$52.5K	0.76%	26
2017 Q3	$825K	Buy	+23,804	New	+$756K	0.79%	25
2013 Q3	$818K	Buy	23,808 +9,432	+66%	+$324K	1.68%	10
2013 Q2	$491K	Buy	+14,376	New	+$500K	0.84%	32

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FinTrust Investment Advisory Services's BP Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its BP (BP) stake by 4.9% in Q1 2018, selling an estimated $41.4K and leaving 21,256 shares worth $801K. The position accounts for 0.73% of the portfolio, ranked #26.

FinTrust Investment Advisory Services first reported a position in BP in Q2 2013 and has held it in 5 quarters since. The position peaked at $860K in Q4 2017. 1,004 funds tracked by Wall St. Rank hold BP as of Q1 2018.

FinTrust Investment Advisory Services held 21,256 shares of BP worth $801K as of Q1 2018.
FinTrust Investment Advisory Services sold 1,100 BP shares in Q1 2018, an estimated $41.4K.
BP made up 0.73% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #26 holding.
FinTrust Investment Advisory Services first reported a position in BP in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's BP position peaked at $860K in Q4 2017.
1,004 funds tracked by Wall St. Rank held BP as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.