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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IPG Investment Advisors's BP Position: Q3 2018 in Review

IPG Investment Advisors sold out of BP (BP) in Q3 2018, closing a stake of 6,215 shares — an estimated $267K sold.

IPG Investment Advisors first reported a position in BP in Q3 2014 and held it in 16 quarters. The position peaked at $298K in Q2 2015. 1,060 funds tracked by Wall St. Rank hold BP as of Q3 2018.

IPG Investment Advisors reported no remaining BP position as of Q3 2018 after selling out during the quarter.
IPG Investment Advisors sold 6,215 BP shares in Q3 2018, an estimated $267K.
IPG Investment Advisors first reported a position in BP in Q3 2014 and held it in 16 quarters.
IPG Investment Advisors's BP position peaked at $298K in Q2 2015.
1,060 funds tracked by Wall St. Rank held BP as of Q3 2018.

Based on IPG Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.