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Legacy Private Trust’s BP BP Stock Holding History

Legacy Private Trust’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
Q4 		– Sell
-5,799
Closed -$208K – 256
2014
Q3 		$208K Sell
5,799
-244
-4% -$9.66K 0.03% 248
2014
Q2 		$261K Buy
6,043
+575
+11% +$23.7K 0.04% 222
2014
Q1 		$215K Buy
+5,468
New +$216K 0.04% 199

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Legacy Private Trust's BP Position: Q4 2014 in Review

Legacy Private Trust sold out of BP (BP) in Q4 2014, closing a stake of 5,799 shares — an estimated $208K sold.

Legacy Private Trust first reported a position in BP in Q1 2014 and held it in 3 quarters. The position peaked at $261K in Q2 2014. 882 funds tracked by Wall St. Rank hold BP as of Q4 2014.

  • Legacy Private Trust reported no remaining BP position as of Q4 2014 after selling out during the quarter.
  • Legacy Private Trust sold 5,799 BP shares in Q4 2014, an estimated $208K.
  • Legacy Private Trust first reported a position in BP in Q1 2014 and held it in 3 quarters.
  • Legacy Private Trust's BP position peaked at $261K in Q2 2014.
  • 882 funds tracked by Wall St. Rank held BP as of Q4 2014.

Based on Legacy Private Trust's 13F filing for Q4 2014, filed 16 Jan 2015.