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Isthmus Partners’s BP BP Stock Holding History

Isthmus Partners’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
Q2 		– Sell
-2,294
Closed -$69K – 282
2017
Q1 		$69K Sell
2,294
-2,959
-56% -$89.9K 0.02% 165
2016
Q4 		$168K Sell
5,253
-5,679
-52% -$171K 0.05% 137
2016
Q3 		$329K Hold
10,932
– – 0.1% 115
2016
Q2 		$327K Hold
10,932
– – 0.11% 114
2016
Q1 		$278K Hold
10,932
– – 0.09% 116
2015
Q4 		$288K Sell
10,932
-832
-7% -$23.7K 0.1% 119
2015
Q3 		$302K Hold
11,764
– – 0.11% 114
2015
Q2 		$396K Sell
11,764
-165
-1% -$5.78K 0.13% 107
2015
Q1 		$387K Hold
11,929
– – 0.13% 105
2014
Q4 		$377K Buy
+11,929
New +$401K 0.13% 110

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Isthmus Partners's BP Position: Q2 2017 in Review

Isthmus Partners sold out of BP (BP) in Q2 2017, closing a stake of 2,294 shares — an estimated $69K sold.

Isthmus Partners first reported a position in BP in Q4 2014 and held it in 10 quarters. The position peaked at $396K in Q2 2015. 874 funds tracked by Wall St. Rank hold BP as of Q2 2017.

  • Isthmus Partners reported no remaining BP position as of Q2 2017 after selling out during the quarter.
  • Isthmus Partners sold 2,294 BP shares in Q2 2017, an estimated $69K.
  • Isthmus Partners first reported a position in BP in Q4 2014 and held it in 10 quarters.
  • Isthmus Partners's BP position peaked at $396K in Q2 2015.
  • 874 funds tracked by Wall St. Rank held BP as of Q2 2017.

Based on Isthmus Partners's 13F filing for Q2 2017, filed 11 Aug 2017.