Godshalk Welsh Capital Management’s BP BP Stock Holding History

Godshalk Welsh Capital 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
2018 Q4	–	Sell	-6,216	Closed	-$274K	–	102
2018 Q3	$274K	Sell	6,216 -674	-10%	-$28.2K	0.27%	91
2018 Q2	$296K	Sell	6,890 -89	-1%	-$3.74K	0.31%	89
2018 Q1	$263K	Sell	6,979 -379	-5%	-$14.3K	0.28%	95
2017 Q4	$283K	Sell	7,358 -776	-10%	-$28.1K	0.29%	98
2017 Q3	$282K	Sell	8,134 -2,142	-21%	-$68K	0.28%	107
2017 Q2	$316K	Buy	10,276 +173	+2%	+$5.38K	0.31%	102
2017 Q1	$304K	Buy	10,103 +578	+6%	+$17.6K	0.3%	107
2016 Q4	$305K	Sell	9,525 -411	-4%	-$12.4K	0.31%	104
2016 Q3	$294K	Buy	9,936 +60	+0.6%	+$1.74K	0.3%	104
2016 Q2	$295K	Sell	9,876 -595	-6%	-$16K	0.31%	105
2016 Q1	$266K	Buy	10,471 +208	+2%	+$5.25K	0.28%	114
2015 Q4	$270K	Sell	10,263 -2,020	-16%	-$57.5K	0.28%	113
2015 Q3	$316K	Sell	12,283 -535	-4%	-$15.7K	0.35%	105
2015 Q2	$431K	Buy	12,818 +422	+3%	+$14.8K	0.44%	86
2015 Q1	$402K	Buy	12,396 +1,929	+18%	+$63.1K	0.41%	92
2014 Q4	$331K	Buy	+10,467	New	+$352K	0.3%	109

Other funds holding BP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Godshalk Welsh Capital Management's BP Position: Q4 2018 in Review

Godshalk Welsh Capital Management sold out of BP (BP) in Q4 2018, closing a stake of 6,216 shares — an estimated $274K sold.

Godshalk Welsh Capital Management first reported a position in BP in Q4 2014 and held it in 16 quarters. The position peaked at $431K in Q2 2015. 1,083 funds tracked by Wall St. Rank hold BP as of Q4 2018.

Godshalk Welsh Capital Management reported no remaining BP position as of Q4 2018 after selling out during the quarter.
Godshalk Welsh Capital Management sold 6,216 BP shares in Q4 2018, an estimated $274K.
Godshalk Welsh Capital Management first reported a position in BP in Q4 2014 and held it in 16 quarters.
Godshalk Welsh Capital Management's BP position peaked at $431K in Q2 2015.
1,083 funds tracked by Wall St. Rank held BP as of Q4 2018.

Based on Godshalk Welsh Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.