Friedberg Investment Management’s BP BP Stock Holding History

Friedberg 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
2017 Q1	–	Sell	-8,611	Closed	-$275K	–	95
2016 Q4	$275K	Sell	8,611 -157	-2%	-$4.72K	0.13%	91
2016 Q3	$259K	Hold	8,768	–	–	0.11%	92
2016 Q2	$261K	Hold	8,768	–	–	0.12%	85
2016 Q1	$222K	Hold	8,768	–	–	0.11%	84
2015 Q4	$230K	Sell	8,768 -6,655	-43%	-$189K	0.11%	89
2015 Q3	$396K	Buy	15,423 +6,655	+76%	+$195K	0.19%	78
2015 Q2	$294K	Sell	8,768 -123	-1%	-$4.31K	0.11%	95
2015 Q1	$288K	Hold	8,891	–	–	0.1%	93
2014 Q4	$281K	Buy	8,891 +2,045	+30%	+$68.7K	0.11%	94
2014 Q3	$246K	Sell	6,846 -8,784	-56%	-$348K	0.09%	100
2014 Q2	$674K	Buy	15,630 +8,784	+128%	+$362K	0.25%	86
2014 Q1	$269K	Hold	6,846	–	–	0.11%	91
2013 Q4	$272K	Hold	6,846	–	–	0.11%	94
2013 Q3	$235K	Hold	6,846	–	–	0.1%	87
2013 Q2	$234K	Buy	+6,846	New	+$238K	0.1%	90

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Friedberg Investment Management's BP Position: Q1 2017 in Review

Friedberg Investment Management sold out of BP (BP) in Q1 2017, closing a stake of 8,611 shares — an estimated $275K sold.

Friedberg Investment Management first reported a position in BP in Q2 2013 and held it in 15 quarters. The position peaked at $674K in Q2 2014. 892 funds tracked by Wall St. Rank hold BP as of Q1 2017.

Friedberg Investment Management reported no remaining BP position as of Q1 2017 after selling out during the quarter.
Friedberg Investment Management sold 8,611 BP shares in Q1 2017, an estimated $275K.
Friedberg Investment Management first reported a position in BP in Q2 2013 and held it in 15 quarters.
Friedberg Investment Management's BP position peaked at $674K in Q2 2014.
892 funds tracked by Wall St. Rank held BP as of Q1 2017.

Based on Friedberg Investment Management's 13F filing for Q1 2017, filed 9 May 2017.