IBEX Wealth Advisors’s BP BP Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-272	Closed	-$9K	–	108
2016 Q4	$9K	Buy	+272	New	+$8.19K	﹤0.01%	292

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IBEX Wealth Advisors's BP Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of BP (BP) in Q1 2017, closing a stake of 272 shares — an estimated $9K sold.

IBEX Wealth Advisors first reported a position in BP in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 892 funds tracked by Wall St. Rank hold BP as of Q1 2017.

IBEX Wealth Advisors reported no remaining BP position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 272 BP shares in Q1 2017, an estimated $9K.
IBEX Wealth Advisors first reported a position in BP in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's BP position peaked at $9K in Q4 2016.
892 funds tracked by Wall St. Rank held BP as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.