Investors Capital Advisory Services’s BP BP Stock Holding History

Investors Capital Advisory Services’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 Q2	$812K	Buy	27,188 +2,802	+11%	+$75.5K	0.16%	182
2016 Q1	$619K	Buy	24,386 +2,070	+9%	+$52.2K	0.12%	225
2015 Q4	$586K	Sell	22,316 -73	-0.3%	-$2.08K	0.11%	248
2015 Q3	$575K	Buy	22,389 +1,317	+6%	+$38.6K	0.12%	250
2015 Q2	$708K	Sell	21,072 -2,274	-10%	-$79.6K	0.13%	226
2015 Q1	$757K	Buy	23,346 +1,904	+9%	+$62.3K	0.14%	218
2014 Q4	$678K	Sell	21,442 -4,911	-19%	-$165K	0.13%	225
2014 Q3	$947K	Sell	26,353 -6,443	-20%	-$255K	0.19%	155
2014 Q2	$1.41M	Sell	32,796 -1,394	-4%	-$57.5K	0.23%	118
2014 Q1	$1.34M	Buy	34,190 +1,783	+6%	+$70.3K	0.29%	81
2013 Q4	$1.29M	Buy	32,407 +9,086	+39%	+$338K	0.3%	84
2013 Q3	$800K	Buy	23,321 +3,126	+15%	+$107K	0.21%	135
2013 Q2	$689K	Buy	+20,195	New	+$703K	0.21%	136

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Pzena Investment Management New York $30.8B AUM 11.29% 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

Investors Capital Advisory Services's BP Position: Q2 2016 in Review

Investors Capital Advisory Services increased its BP (BP) stake by 11% in Q2 2016, buying an estimated $75.5K and bringing the position to 27,188 shares worth $812K. The position accounts for 0.16% of the portfolio, ranked #182.

Investors Capital Advisory Services first reported a position in BP in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.41M in Q2 2014. 855 funds tracked by Wall St. Rank hold BP as of Q2 2016.

Investors Capital Advisory Services held 27,188 shares of BP worth $812K as of Q2 2016.
Investors Capital Advisory Services bought 2,802 BP shares in Q2 2016, an estimated $75.5K.
BP made up 0.16% of Investors Capital Advisory Services's portfolio in Q2 2016, its #182 holding.
Investors Capital Advisory Services first reported a position in BP in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's BP position peaked at $1.41M in Q2 2014.
855 funds tracked by Wall St. Rank held BP as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.