Lau Associates’s BP BP Stock Holding History

Lau 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
2019 Q1	–	Sell	-7,720	Closed	-$284K	–	94
2018 Q4	$284K	Buy	7,720 +2,397	+45%	+$95.7K	0.16%	82
2018 Q3	$234K	Buy	+5,323	New	+$223K	0.13%	86
2014 Q3	–	Sell	-5,253	Closed	-$227K	–	65
2014 Q2	$227K	Hold	5,253	–	–	0.2%	62
2014 Q1	$207K	Hold	5,253	–	–	0.18%	63
2013 Q4	$209K	Buy	+5,253	New	+$196K	0.19%	65

Other funds holding BP

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lau Associates's BP Position: Q1 2019 in Review

Lau Associates sold out of BP (BP) in Q1 2019, closing a stake of 7,720 shares — an estimated $284K sold.

Lau Associates first reported a position in BP in Q4 2013 and held it in 5 quarters. The position peaked at $284K in Q4 2018. 1,118 funds tracked by Wall St. Rank hold BP as of Q1 2019.

Lau Associates reported no remaining BP position as of Q1 2019 after selling out during the quarter.
Lau Associates sold 7,720 BP shares in Q1 2019, an estimated $284K.
Lau Associates first reported a position in BP in Q4 2013 and held it in 5 quarters.
Lau Associates's BP position peaked at $284K in Q4 2018.
1,118 funds tracked by Wall St. Rank held BP as of Q1 2019.

Based on Lau Associates's 13F filing for Q1 2019, filed 6 May 2019.