Girard Partners’s BP BP Stock Holding History

Girard Partners’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	-9,589	Closed	-$422K	–	311
2018 Q3	$422K	Sell	9,589 -457	-5%	-$19.1K	0.07%	164
2018 Q2	$432K	Buy	10,046 +408	+4%	+$17.1K	0.08%	182
2018 Q1	$363K	Sell	9,638 -149	-2%	-$5.61K	0.08%	174
2017 Q4	$377K	Buy	9,787 +283	+3%	+$10.3K	0.07%	195
2017 Q3	$329K	Buy	9,504 +175	+2%	+$5.56K	0.07%	201
2017 Q2	$287K	Buy	9,329 +416	+5%	+$12.9K	0.06%	208
2017 Q1	$268K	Buy	+8,913	New	+$271K	0.06%	198
2016 Q1	–	Sell	-7,734	Closed	-$203K	–	188
2015 Q4	$203K	Buy	+7,734	New	+$220K	0.1%	168
2015 Q3	–	Sell	-7,775	Closed	-$261K	–	153
2015 Q2	$261K	Buy	7,775 +59	+0.8%	+$2.07K	0.15%	132
2015 Q1	$250K	Sell	7,716 -241	-3%	-$7.89K	0.15%	127
2014 Q4	$252K	Buy	7,957 +39	+0.5%	+$1.31K	0.16%	121
2014 Q3	$285K	Sell	7,918 -49	-0.6%	-$1.94K	0.19%	115
2014 Q2	$344K	Buy	7,967 +611	+8%	+$25.2K	0.24%	100
2014 Q1	$289K	Buy	7,356 +581	+9%	+$22.9K	0.21%	109
2013 Q4	$269K	Buy	+6,775	New	+$252K	0.21%	102

Other funds holding BP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Girard Partners's BP Position: Q4 2018 in Review

Girard Partners sold out of BP (BP) in Q4 2018, closing a stake of 9,589 shares — an estimated $422K sold.

Girard Partners first reported a position in BP in Q4 2013 and held it in 15 quarters. The position peaked at $432K in Q2 2018. 1,083 funds tracked by Wall St. Rank hold BP as of Q4 2018.

Girard Partners reported no remaining BP position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 9,589 BP shares in Q4 2018, an estimated $422K.
Girard Partners first reported a position in BP in Q4 2013 and held it in 15 quarters.
Girard Partners's BP position peaked at $432K in Q2 2018.
1,083 funds tracked by Wall St. Rank held BP as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.