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Foresters Investment Management’s BP BP Stock Holding History

Foresters Investment 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
2019
Q3 		$33.8M Sell
891,000
-17,863
-2% -$682K 0.67% 38
2019
Q2 		$37.3M Sell
908,863
-296,263
-25% -$12.4M 0.67% 38
2019
Q1 		$51.8M Buy
1,205,126
+146,421
+14% +$6M 0.91% 18
2018
Q4 		$38.9M Buy
1,058,705
+245,535
+30% +$9.8M 0.73% 32
2018
Q3 		$35.8M Buy
+813,170
New +$34M 0.57% 50

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Foresters Investment Management's BP Position: Q3 2019 in Review

Foresters Investment Management reduced its BP (BP) stake by 2% in Q3 2019, selling an estimated $682K and leaving 891,000 shares worth $33.8M. The position accounts for 0.67% of the portfolio, ranked #38.

Foresters Investment Management first reported a position in BP in Q3 2018 and has held it in 5 quarters since. The position peaked at $51.8M in Q1 2019. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

  • Foresters Investment Management held 891,000 shares of BP worth $33.8M as of Q3 2019.
  • Foresters Investment Management sold 17,863 BP shares in Q3 2019, an estimated $682K.
  • BP made up 0.67% of Foresters Investment Management's portfolio in Q3 2019, its #38 holding.
  • Foresters Investment Management first reported a position in BP in Q3 2018 and has held it in 5 quarters since.
  • Foresters Investment Management's BP position peaked at $51.8M in Q1 2019.
  • 1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.