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IPG Investment Advisors’s BP BP Stock Holding History

IPG Investment 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
2018
Q3 		– Sell
-6,215
Closed -$267K – 171
2018
Q2 		$267K Sell
6,215
-81
-1% -$3.4K 0.09% 122
2018
Q1 		$237K Sell
6,296
-204
-3% -$7.68K 0.08% 127
2017
Q4 		$250K Sell
6,500
-98
-1% -$3.55K 0.1% 109
2017
Q3 		$229K Sell
6,598
-339
-5% -$10.8K 0.08% 115
2017
Q2 		$213K Sell
6,937
-345
-5% -$10.7K 0.09% 120
2017
Q1 		$219K Sell
7,282
-130
-2% -$3.95K 0.1% 112
2016
Q4 		$237K Sell
7,412
-381
-5% -$11.5K 0.1% 105
2016
Q3 		$231K Hold
7,793
– – 0.1% 100
2016
Q2 		$233K Sell
7,793
-713
-8% -$19.2K 0.1% 104
2016
Q1 		$216K Buy
8,506
+718
+9% +$18.1K 0.1% 92
2015
Q4 		$205K Hold
7,788
– – 0.09% 103
2015
Q3 		$200K Sell
7,788
-1,066
-12% -$31.2K 0.09% 113
2015
Q2 		$298K Sell
8,854
-125
-1% -$4.38K 0.11% 107
2015
Q1 		$291K Hold
8,979
– – 0.11% 96
2014
Q4 		$284K Buy
8,979
+2,133
+31% +$71.7K 0.11% 93
2014
Q3 		$246K Buy
+6,846
New +$271K 0.09% 80

Other funds holding BP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return