IF
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Ironwood Financial’s BP BP Stock Holding History

Ironwood Financial’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
2017
Q4 		– Sell
-144
Closed -$5K – 258
2017
Q3 		$5K Sell
144
-3
-2% -$95 ﹤0.01% 211
2017
Q2 		$5K Sell
147
-2
-1% -$62 ﹤0.01% 209
2017
Q1 		$4K Sell
149
-3
-2% -$91 ﹤0.01% 213
2016
Q4 		$5K Sell
152
-3
-2% -$90 ﹤0.01% 203
2016
Q3 		$5K Hold
155
– – ﹤0.01% 200
2016
Q2 		$5K Hold
155
– – ﹤0.01% 202
2016
Q1 		$4K Buy
+155
New +$3.91K ﹤0.01% 218
2015
Q3 		$4K Hold
155
– – ﹤0.01% 282
2015
Q2 		$5K Sell
155
-2
-1% -$70 ﹤0.01% 245
2015
Q1 		$5K Buy
157
+152
+3,040% +$4.98K ﹤0.01% 246
2014
Q4 		$0 Buy
+5
New +$168 ﹤0.01% 316

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ironwood Financial's BP Position: Q4 2017 in Review

Ironwood Financial sold out of BP (BP) in Q4 2017, closing a stake of 144 shares — an estimated $5K sold.

Ironwood Financial first reported a position in BP in Q4 2014 and held it in 11 quarters. The position peaked at $5K in Q3 2017. 1,002 funds tracked by Wall St. Rank hold BP as of Q4 2017.

  • Ironwood Financial reported no remaining BP position as of Q4 2017 after selling out during the quarter.
  • Ironwood Financial sold 144 BP shares in Q4 2017, an estimated $5K.
  • Ironwood Financial first reported a position in BP in Q4 2014 and held it in 11 quarters.
  • Ironwood Financial's BP position peaked at $5K in Q3 2017.
  • 1,002 funds tracked by Wall St. Rank held BP as of Q4 2017.

Based on Ironwood Financial's 13F filing for Q4 2017, filed 29 Jan 2018.