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Founders Bank & Trust’s BP BP Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$21K Sell
653
-10
-2% -$336 0.01% 238
2014
Q3 		$24K Hold
663
– – 0.01% 223
2014
Q2 		$29K Buy
663
+541
+443% +$22.3K 0.02% 204
2014
Q1 		$5K Hold
122
– – ﹤0.01% 320
2013
Q4 		$5K Hold
122
– – ﹤0.01% 341
2013
Q3 		$4K Hold
122
– – ﹤0.01% 312
2013
Q2 		$4K Buy
+122
New +$4.25K ﹤0.01% 302

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Founders Bank & Trust's BP Position: Q4 2014 in Review

Founders Bank & Trust reduced its BP (BP) stake by 1.5% in Q4 2014, selling an estimated $336 and leaving 653 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #238.

Founders Bank & Trust first reported a position in BP in Q2 2013 and has held it in 7 quarters since. The position peaked at $29K in Q2 2014. 882 funds tracked by Wall St. Rank hold BP as of Q4 2014.

  • Founders Bank & Trust held 653 shares of BP worth $21K as of Q4 2014.
  • Founders Bank & Trust sold 10 BP shares in Q4 2014, an estimated $336.
  • BP made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #238 holding.
  • Founders Bank & Trust first reported a position in BP in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's BP position peaked at $29K in Q2 2014.
  • 882 funds tracked by Wall St. Rank held BP as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.