Lehman Financial Resources’s BP BP Stock Holding History

Lehman Financial Resources’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
2018 Q3	$5.8M	Sell	131,837 -2,213	-2%	-$92.5K	2.72%	9
2018 Q2	$5.76M	Sell	134,050 -3,713	-3%	-$156K	2.9%	8
2018 Q1	$5.19M	Sell	137,763 -7,413	-5%	-$279K	2.66%	8
2017 Q4	$5.58M	Sell	145,176 -7,323	-5%	-$265K	2.9%	8
2017 Q3	$5.29M	Sell	152,499 -6,367	-4%	-$202K	2.69%	9
2017 Q2	$4.91M	Buy	158,866 +3,333	+2%	+$104K	2.76%	11
2017 Q1	$4.68M	Sell	155,533 -41,955	-21%	-$1.28M	2.59%	12
2016 Q4	$6.32M	Sell	197,488 -1,312	-0.7%	-$39.5K	3.6%	10
2016 Q3	$5.88M	Sell	198,800 -2,477	-1%	-$71.9K	3.4%	9
2016 Q2	$6.01M	Buy	201,277 +1,564	+0.8%	+$42.1K	3.02%	10
2016 Q1	$5.07M	Sell	199,713 -2,289	-1%	-$57.7K	2.71%	9
2015 Q4	$5.31M	Sell	202,002 -3,589	-2%	-$102K	2.86%	9
2015 Q3	$5.29M	Buy	205,591 +721	+0.4%	+$21.1K	2.69%	8
2015 Q2	$6.89M	Sell	204,870 -2,127	-1%	-$74.5K	3.34%	3
2015 Q1	$6.72M	Sell	206,997 -1,499	-0.7%	-$49.1K	3.09%	6
2014 Q4	$6.59M	Buy	208,496 +9,657	+5%	+$325K	3.24%	4
2014 Q3	$7.15M	Buy	198,839 +43,737	+28%	+$1.73M	3.73%	3
2014 Q2	$6.69M	Buy	155,102 +1,320	+0.9%	+$54.4K	3.19%	2
2014 Q1	$6.05M	Buy	153,782 +750	+0.5%	+$29.6K	3.13%	2
2013 Q4	$6.08M	Buy	153,032 +3,071	+2%	+$114K	3.76%	2
2013 Q3	$5.16M	Buy	149,961 +9,141	+6%	+$314K	3.31%	2
2013 Q2	$4.81M	Buy	+140,820	New	+$4.9M	3.25%	2

Other funds holding BP

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lehman Financial Resources's BP Position: Q3 2018 in Review

Lehman Financial Resources reduced its BP (BP) stake by 1.7% in Q3 2018, selling an estimated $92.5K and leaving 131,837 shares worth $5.8M. The position accounts for 2.72% of the portfolio, ranked #9.

Lehman Financial Resources first reported a position in BP in Q2 2013 and has held it in 22 quarters since. The position peaked at $7.15M in Q3 2014. 1,061 funds tracked by Wall St. Rank hold BP as of Q3 2018.

Lehman Financial Resources held 131,837 shares of BP worth $5.8M as of Q3 2018.
Lehman Financial Resources sold 2,213 BP shares in Q3 2018, an estimated $92.5K.
BP made up 2.72% of Lehman Financial Resources's portfolio in Q3 2018, its #9 holding.
Lehman Financial Resources first reported a position in BP in Q2 2013 and has held it in 22 quarters since.
Lehman Financial Resources's BP position peaked at $7.15M in Q3 2014.
1,061 funds tracked by Wall St. Rank held BP as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.