Keystone Financial Planning’s BP BP Stock Holding History

Keystone Financial Planning’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
2014 Q1	–	Sell	-446	Closed	-$18K	–	55
2013 Q4	$18K	Buy	+446	New	+$16.6K	0.01%	73

Other funds holding BP

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Keystone Financial Planning's BP Position: Q1 2014 in Review

Keystone Financial Planning sold out of BP (BP) in Q1 2014, closing a stake of 446 shares — an estimated $18K sold.

Keystone Financial Planning first reported a position in BP in Q4 2013 and held it in 1 quarter. The position peaked at $18K in Q4 2013. 888 funds tracked by Wall St. Rank hold BP as of Q1 2014.

Keystone Financial Planning reported no remaining BP position as of Q1 2014 after selling out during the quarter.
Keystone Financial Planning sold 446 BP shares in Q1 2014, an estimated $18K.
Keystone Financial Planning first reported a position in BP in Q4 2013 and held it in 1 quarter.
Keystone Financial Planning's BP position peaked at $18K in Q4 2013.
888 funds tracked by Wall St. Rank held BP as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.