Hamel Associates’s BP BP Stock Holding History

Hamel Associates’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 Q2	–	Sell	-3,857	Closed	-$152K	–	92
2014 Q1	$152K	Sell	3,857 -1,467	-28%	-$57.9K	0.11%	90
2013 Q4	$212K	Buy	+5,324	New	+$198K	0.15%	90

Other funds holding BP

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamel Associates's BP Position: Q2 2014 in Review

Hamel Associates sold out of BP (BP) in Q2 2014, closing a stake of 3,857 shares — an estimated $152K sold.

Hamel Associates first reported a position in BP in Q4 2013 and held it in 2 quarters. The position peaked at $212K in Q4 2013. 900 funds tracked by Wall St. Rank hold BP as of Q2 2014.

Hamel Associates reported no remaining BP position as of Q2 2014 after selling out during the quarter.
Hamel Associates sold 3,857 BP shares in Q2 2014, an estimated $152K.
Hamel Associates first reported a position in BP in Q4 2013 and held it in 2 quarters.
Hamel Associates's BP position peaked at $212K in Q4 2013.
900 funds tracked by Wall St. Rank held BP as of Q2 2014.

Based on Hamel Associates's 13F filing for Q2 2014, filed 15 Aug 2014.