Foundation Resource Management’s BP BP Stock Holding History

Foundation Resource 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
2018 Q4	–	Sell	-4,586	Closed	-$202K	–	56
2018 Q3	$202K	Buy	+4,586	New	+$192K	0.04%	58
2015 Q2	–	Sell	-6,177	Closed	-$200K	–	63
2015 Q1	$200K	Buy	+6,177	New	+$202K	0.03%	65
2014 Q4	–	Sell	-6,266	Closed	-$225K	–	69
2014 Q3	$225K	Sell	6,266 -1,222	-16%	-$48.4K	0.03%	66
2014 Q2	$323K	Hold	7,488	–	–	0.04%	62
2014 Q1	$295K	Sell	7,488 -161	-2%	-$6.35K	0.04%	63
2013 Q4	$304K	Buy	+7,649	New	+$285K	0.04%	64

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Foundation Resource Management's BP Position: Q4 2018 in Review

Foundation Resource Management sold out of BP (BP) in Q4 2018, closing a stake of 4,586 shares — an estimated $202K sold.

Foundation Resource Management first reported a position in BP in Q4 2013 and held it in 6 quarters. The position peaked at $323K in Q2 2014. 1,083 funds tracked by Wall St. Rank hold BP as of Q4 2018.

Foundation Resource Management reported no remaining BP position as of Q4 2018 after selling out during the quarter.
Foundation Resource Management sold 4,586 BP shares in Q4 2018, an estimated $202K.
Foundation Resource Management first reported a position in BP in Q4 2013 and held it in 6 quarters.
Foundation Resource Management's BP position peaked at $323K in Q2 2014.
1,083 funds tracked by Wall St. Rank held BP as of Q4 2018.

Based on Foundation Resource Management's 13F filing for Q4 2018, filed 17 Jan 2019.