Forester Capital Management
BP icon

Forester Capital Management’s BP BP Stock Holding History

Forester 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
2017
Q2 		$2.16M Sell
70,276
-10,684
-13% -$332K 3.05% 19
2017
Q1 		$2.44M Buy
80,960
+815
+1% +$24.8K 2.94% 18
2016
Q4 		$2.57M Buy
80,145
+42,660
+114% +$1.28M 2.67% 22
2016
Q3 		$1.11M Buy
+37,485
New +$1.09M 1.04% 31

Other funds holding BP

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Forester Capital Management's BP Position: Q2 2017 in Review

Forester Capital Management reduced its BP (BP) stake by 13% in Q2 2017, selling an estimated $332K and leaving 70,276 shares worth $2.16M. The position accounts for 3.05% of the portfolio, ranked #19.

Forester Capital Management first reported a position in BP in Q3 2016 and has held it in 4 quarters since. The position peaked at $2.57M in Q4 2016. 874 funds tracked by Wall St. Rank hold BP as of Q2 2017.

  • Forester Capital Management held 70,276 shares of BP worth $2.16M as of Q2 2017.
  • Forester Capital Management sold 10,684 BP shares in Q2 2017, an estimated $332K.
  • BP made up 3.05% of Forester Capital Management's portfolio in Q2 2017, its #19 holding.
  • Forester Capital Management first reported a position in BP in Q3 2016 and has held it in 4 quarters since.
  • Forester Capital Management's BP position peaked at $2.57M in Q4 2016.
  • 874 funds tracked by Wall St. Rank held BP as of Q2 2017.

Based on Forester Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.