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LBA Wealth Management’s BP BP Stock Holding History

LBA Wealth Management’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
Q1 		$1K Sell
30
-351
-92% -$10.7K ﹤0.01% 427
2016
Q4 		$12K Buy
381
+350
+1,129% +$10.5K 0.01% 306
2016
Q3 		$1K Sell
31
-2
-6% -$58 ﹤0.01% 425
2016
Q2 		$1K Hold
33
– – ﹤0.01% 412
2016
Q1 		$1K Buy
33
+2
+6% +$50 ﹤0.01% 401
2015
Q4 		$1K Hold
31
– – ﹤0.01% 395
2015
Q3 		$1K Buy
+31
New +$909 ﹤0.01% 327

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LBA Wealth Management's BP Position: Q1 2017 in Review

LBA Wealth Management reduced its BP (BP) stake by 92% in Q1 2017, selling an estimated $10.7K and leaving 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

LBA Wealth Management first reported a position in BP in Q3 2015 and has held it in 7 quarters since. The position peaked at $12K in Q4 2016. 892 funds tracked by Wall St. Rank hold BP as of Q1 2017.

  • LBA Wealth Management held 30 shares of BP worth $1K as of Q1 2017.
  • LBA Wealth Management sold 351 BP shares in Q1 2017, an estimated $10.7K.
  • BP made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #427 holding.
  • LBA Wealth Management first reported a position in BP in Q3 2015 and has held it in 7 quarters since.
  • LBA Wealth Management's BP position peaked at $12K in Q4 2016.
  • 892 funds tracked by Wall St. Rank held BP as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.