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King Investment Advisors’s BP BP Stock Holding History

King 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
2015
Q3 		– Sell
-7,734
Closed -$260K – 36
2015
Q2 		$260K Sell
7,734
-23,117
-75% -$809K 0.6% 41
2015
Q1 		$1M Buy
30,851
+5,110
+20% +$167K 0.48% 41
2014
Q4 		$818K Sell
25,741
-1,587
-6% -$53.3K 0.36% 48
2014
Q3 		$982K Buy
27,328
+3,020
+12% +$120K 0.45% 42
2014
Q2 		$1.05M Buy
24,308
+1,099
+5% +$45.3K 0.45% 44
2014
Q1 		$913K Hold
23,209
– – 0.42% 45
2013
Q4 		$923K Buy
23,209
+2,966
+15% +$110K 0.42% 47
2013
Q3 		$696K Buy
20,243
+5,929
+41% +$203K 0.3% 68
2013
Q2 		$489K Buy
+14,314
New +$498K 0.2% 76

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

King Investment Advisors's BP Position: Q3 2015 in Review

King Investment Advisors sold out of BP (BP) in Q3 2015, closing a stake of 7,734 shares — an estimated $260K sold.

King Investment Advisors first reported a position in BP in Q2 2013 and held it in 9 quarters. The position peaked at $1.05M in Q2 2014. 805 funds tracked by Wall St. Rank hold BP as of Q3 2015.

  • King Investment Advisors reported no remaining BP position as of Q3 2015 after selling out during the quarter.
  • King Investment Advisors sold 7,734 BP shares in Q3 2015, an estimated $260K.
  • King Investment Advisors first reported a position in BP in Q2 2013 and held it in 9 quarters.
  • King Investment Advisors's BP position peaked at $1.05M in Q2 2014.
  • 805 funds tracked by Wall St. Rank held BP as of Q3 2015.

Based on King Investment Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.