Fusion Family Wealth’s BP BP Stock Holding History

Fusion Family Wealth’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 Q4	–	Sell	-58	Closed	-$2K	–	290
2017 Q3	$2K	Buy	58 +50	+625%	+$1.59K	﹤0.01%	199
2017 Q2	$1K	Buy	+8	New	+$249	﹤0.01%	260
2017 Q1	–	Sell	-6	Closed	-$1K	–	332
2016 Q4	$1K	Buy	+6	New	+$181	﹤0.01%	356

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fusion Family Wealth's BP Position: Q4 2017 in Review

Fusion Family Wealth sold out of BP (BP) in Q4 2017, closing a stake of 58 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in BP in Q4 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2017. 1,002 funds tracked by Wall St. Rank hold BP as of Q4 2017.

Fusion Family Wealth reported no remaining BP position as of Q4 2017 after selling out during the quarter.
Fusion Family Wealth sold 58 BP shares in Q4 2017, an estimated $2K.
Fusion Family Wealth first reported a position in BP in Q4 2016 and held it in 3 quarters.
Fusion Family Wealth's BP position peaked at $2K in Q3 2017.
1,002 funds tracked by Wall St. Rank held BP as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.