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Hedeker Wealth’s BP BP Stock Holding History

Hedeker 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
2016
Q1 		– Sell
-1,278
Closed -$33K – 88
2015
Q4 		$33K Buy
+1,278
New +$36.4K 0.03% 97
2015
Q3 		– Sell
-12,602
Closed -$423K – 102
2015
Q2 		$423K Sell
12,602
-156
-1% -$5.46K 0.34% 73
2015
Q1 		$462K Buy
12,758
+694
+6% +$22.7K 0.38% 67
2014
Q4 		$382K Buy
+12,064
New +$405K 0.31% 76

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hedeker Wealth's BP Position: Q1 2016 in Review

Hedeker Wealth sold out of BP (BP) in Q1 2016, closing a stake of 1,278 shares — an estimated $33K sold.

Hedeker Wealth first reported a position in BP in Q4 2014 and held it in 4 quarters. The position peaked at $462K in Q1 2015. 819 funds tracked by Wall St. Rank hold BP as of Q1 2016.

  • Hedeker Wealth reported no remaining BP position as of Q1 2016 after selling out during the quarter.
  • Hedeker Wealth sold 1,278 BP shares in Q1 2016, an estimated $33K.
  • Hedeker Wealth first reported a position in BP in Q4 2014 and held it in 4 quarters.
  • Hedeker Wealth's BP position peaked at $462K in Q1 2015.
  • 819 funds tracked by Wall St. Rank held BP as of Q1 2016.

Based on Hedeker Wealth's 13F filing for Q1 2016, filed 10 May 2016.