Integrated Wealth Counsel’s BP BP Stock Holding History

Integrated Wealth Counsel’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 Q4	$14K	Sell	442 -8	-2%	-$241	0.03%	134
2016 Q3	$13K	Buy	450 +291	+183%	+$8.44K	0.03%	133
2016 Q2	$5K	Hold	159	–	–	0.01%	73
2016 Q1	$4K	Buy	+159	New	+$4.01K	0.01%	73

Other funds holding BP

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Counsel's BP Position: Q4 2016 in Review

Integrated Wealth Counsel reduced its BP (BP) stake by 1.8% in Q4 2016, selling an estimated $241 and leaving 442 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #134.

Integrated Wealth Counsel first reported a position in BP in Q1 2016 and has held it in 4 quarters since. 909 funds tracked by Wall St. Rank hold BP as of Q4 2016.

Integrated Wealth Counsel held 442 shares of BP worth $14K as of Q4 2016.
Integrated Wealth Counsel sold 8 BP shares in Q4 2016, an estimated $241.
BP made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #134 holding.
Integrated Wealth Counsel first reported a position in BP in Q1 2016 and has held it in 4 quarters since.
909 funds tracked by Wall St. Rank held BP as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.