HIM
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Hillsdale Investment Management’s BP BP Stock Holding History

Hillsdale Investment 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
2014
Q2 		– Sell
-2,873
Closed -$113K – 543
2014
Q1 		$113K Sell
2,873
-2,017
-41% -$79.5K 0.03% 362
2013
Q4 		$194K Buy
+4,890
New +$182K 0.06% 312

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hillsdale Investment Management's BP Position: Q2 2014 in Review

Hillsdale Investment Management sold out of BP (BP) in Q2 2014, closing a stake of 2,873 shares — an estimated $113K sold.

Hillsdale Investment Management first reported a position in BP in Q4 2013 and held it in 2 quarters. The position peaked at $194K in Q4 2013. 900 funds tracked by Wall St. Rank hold BP as of Q2 2014.

  • Hillsdale Investment Management reported no remaining BP position as of Q2 2014 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,873 BP shares in Q2 2014, an estimated $113K.
  • Hillsdale Investment Management first reported a position in BP in Q4 2013 and held it in 2 quarters.
  • Hillsdale Investment Management's BP position peaked at $194K in Q4 2013.
  • 900 funds tracked by Wall St. Rank held BP as of Q2 2014.

Based on Hillsdale Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.