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Independent Portfolio Consultants’s BP BP Stock Holding History

Independent Portfolio Consultants’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
Q2 		$33K Sell
1,078
-311
-22% -$9.68K 0.01% 565
2017
Q1 		$42K Sell
1,389
-649
-32% -$19.7K 0.01% 585
2016
Q4 		$65K Sell
2,038
-198
-9% -$5.96K 0.02% 505
2016
Q3 		$66K Sell
2,236
-261
-10% -$7.57K 0.02% 497
2016
Q2 		$75K Sell
2,497
-131
-5% -$3.53K 0.02% 491
2016
Q1 		$67K Buy
2,628
+113
+4% +$2.85K 0.02% 529
2015
Q4 		$66K Sell
2,515
-327
-12% -$9.3K 0.02% 536
2015
Q3 		$73K Sell
2,842
-469
-14% -$13.7K 0.02% 516
2015
Q2 		$111K Sell
3,311
-922
-22% -$32.3K 0.02% 482
2015
Q1 		$137K Sell
4,233
-203
-5% -$6.64K 0.03% 429
2014
Q4 		$140K Sell
4,436
-4,453
-50% -$150K 0.03% 431
2014
Q3 		$320K Buy
8,889
+7,269
+449% +$288K 0.09% 383
2014
Q2 		$70K Buy
+1,620
New +$66.8K 0.02% 589
2013
Q3 		– Sell
-16,611
Closed -$567K – 435
2013
Q2 		$567K Buy
+16,611
New +$578K 0.25% 140

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Independent Portfolio Consultants's BP Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its BP (BP) stake by 22% in Q2 2017, selling an estimated $9.68K and leaving 1,078 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #565.

Independent Portfolio Consultants first reported a position in BP in Q2 2013 and has held it in 14 quarters since. The position peaked at $567K in Q2 2013. 874 funds tracked by Wall St. Rank hold BP as of Q2 2017.

  • Independent Portfolio Consultants held 1,078 shares of BP worth $33K as of Q2 2017.
  • Independent Portfolio Consultants sold 311 BP shares in Q2 2017, an estimated $9.68K.
  • BP made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #565 holding.
  • Independent Portfolio Consultants first reported a position in BP in Q2 2013 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's BP position peaked at $567K in Q2 2013.
  • 874 funds tracked by Wall St. Rank held BP as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.