FMA Advisory’s BP BP Stock Holding History

FMA Advisory’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 Q2	$123K	Buy	+3,662	New	+$128K	0.08%	132
2013 Q4	–	Sell	-7,439	Closed	-$256K	–	124
2013 Q3	$256K	Buy	7,439 +382	+5%	+$13.1K	0.1%	155
2013 Q2	$241K	Buy	+7,057	New	+$246K	0.1%	158

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FMA Advisory's BP Position: Q2 2015 in Review

FMA Advisory opened a new position in BP (BP) in Q2 2015: 3,662 shares worth $123K. The stake represents 0.08% of the portfolio and ranks #132 among its holdings. This is a return to the name: FMA Advisory previously reported a position in BP as recently as Q3 2013.

FMA Advisory first reported a position in BP in Q2 2013 and has held it in 3 quarters since. The position peaked at $256K in Q3 2013. 860 funds tracked by Wall St. Rank hold BP as of Q2 2015.

FMA Advisory held 3,662 shares of BP worth $123K as of Q2 2015.
BP was a new FMA Advisory position in Q2 2015.
BP made up 0.08% of FMA Advisory's portfolio in Q2 2015, its #132 holding.
FMA Advisory first reported a position in BP in Q2 2013 and has held it in 3 quarters since.
FMA Advisory's BP position peaked at $256K in Q3 2013.
860 funds tracked by Wall St. Rank held BP as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.