Ipswich Investment Management’s BP BP Stock Holding History

Ipswich Investment Management’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
2019 Q1	–	Sell	-4,356	Closed	-$160K	–	198
2018 Q4	$160K	Sell	4,356 -667	-13%	-$26.6K	0.06%	176
2018 Q3	$221K	Buy	+5,023	New	+$210K	0.07%	158
2016 Q2	–	Sell	-4,718	Closed	-$123K	–	168
2016 Q1	$123K	Sell	4,718 -6,785	-59%	-$171K	0.06%	159
2015 Q4	$303K	Sell	11,503 -1,189	-9%	-$33.8K	0.14%	103
2015 Q3	$326K	Buy	+12,692	New	+$372K	0.16%	102
2014 Q4	–	Sell	-5,757	Closed	-$207K	–	134
2014 Q3	$207K	Sell	5,757 -2,411	-30%	-$95.5K	0.09%	124
2014 Q2	$352K	Buy	+8,168	New	+$337K	0.14%	104
2014 Q1	–	Sell	-8,168	Closed	-$325K	–	132
2013 Q4	$325K	Hold	8,168	–	–	0.14%	106
2013 Q3	$281K	Hold	8,168	–	–	0.13%	109
2013 Q2	$279K	Buy	+8,168	New	+$284K	0.12%	117

Other funds holding BP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ipswich Investment Management's BP Position: Q1 2019 in Review

Ipswich Investment Management sold out of BP (BP) in Q1 2019, closing a stake of 4,356 shares — an estimated $160K sold.

Ipswich Investment Management first reported a position in BP in Q2 2013 and held it in 10 quarters. The position peaked at $352K in Q2 2014. 1,118 funds tracked by Wall St. Rank hold BP as of Q1 2019.

Ipswich Investment Management reported no remaining BP position as of Q1 2019 after selling out during the quarter.
Ipswich Investment Management sold 4,356 BP shares in Q1 2019, an estimated $160K.
Ipswich Investment Management first reported a position in BP in Q2 2013 and held it in 10 quarters.
Ipswich Investment Management's BP position peaked at $352K in Q2 2014.
1,118 funds tracked by Wall St. Rank held BP as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.