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Klingman & Associates’s BP BP Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-24
Closed -$1K – 126
2016
Q3 		$1K Hold
24
– – ﹤0.01% 355
2016
Q2 		$1K Hold
24
– – ﹤0.01% 365
2016
Q1 		$1K Hold
24
– – ﹤0.01% 371
2015
Q4 		$1K Hold
24
– – ﹤0.01% 383
2015
Q3 		$0 Hold
24
– – ﹤0.01% 421
2015
Q2 		$1K Hold
24
– – ﹤0.01% 393
2015
Q1 		$1K Sell
24
-362
-94% -$11.9K ﹤0.01% 359
2014
Q4 		$12K Buy
+386
New +$13K 0.01% 274

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Klingman & Associates's BP Position: Q4 2016 in Review

Klingman & Associates sold out of BP (BP) in Q4 2016, closing a stake of 24 shares — an estimated $1K sold.

Klingman & Associates first reported a position in BP in Q4 2014 and held it in 8 quarters. The position peaked at $12K in Q4 2014. 909 funds tracked by Wall St. Rank hold BP as of Q4 2016.

  • Klingman & Associates reported no remaining BP position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 24 BP shares in Q4 2016, an estimated $1K.
  • Klingman & Associates first reported a position in BP in Q4 2014 and held it in 8 quarters.
  • Klingman & Associates's BP position peaked at $12K in Q4 2014.
  • 909 funds tracked by Wall St. Rank held BP as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.