Gary Goldberg Planning Services’s BP BP Stock Holding History

Gary Goldberg Planning Services’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	$17K	Sell	545 -8	-1%	-$269	0.01%	308
2014 Q3	$20K	Buy	553 +65	+13%	+$2.58K	0.01%	312
2014 Q2	$21K	Hold	488	–	–	0.01%	291
2014 Q1	$19K	Hold	488	–	–	0.01%	280
2013 Q4	$19K	Hold	488	–	–	0.01%	252
2013 Q3	$17K	Hold	488	–	–	0.01%	259
2013 Q2	$17K	Buy	+488	New	+$17K	0.01%	259

Other funds holding BP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Gary Goldberg Planning Services's BP Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its BP (BP) stake by 1.4% in Q4 2014, selling an estimated $269 and leaving 545 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #308.

Gary Goldberg Planning Services first reported a position in BP in Q2 2013 and has held it in 7 quarters since. The position peaked at $21K in Q2 2014. 881 funds tracked by Wall St. Rank hold BP as of Q4 2014.

Gary Goldberg Planning Services held 545 shares of BP worth $17K as of Q4 2014.
Gary Goldberg Planning Services sold 8 BP shares in Q4 2014, an estimated $269.
BP made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #308 holding.
Gary Goldberg Planning Services first reported a position in BP in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's BP position peaked at $21K in Q2 2014.
881 funds tracked by Wall St. Rank held BP as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.