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Leith Wheeler Investment Counsel’s BP BP Stock Holding History

Leith Wheeler Investment Counsel’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
Q1 		– Sell
-10,076
Closed -$367K – 13
2015
Q4 		$367K Buy
+10,076
New +$287K 0.29% 4

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Leith Wheeler Investment Counsel's BP Position: Q1 2016 in Review

Leith Wheeler Investment Counsel sold out of BP (BP) in Q1 2016, closing a stake of 10,076 shares — an estimated $367K sold.

Leith Wheeler Investment Counsel first reported a position in BP in Q4 2015 and held it in 1 quarter. The position peaked at $367K in Q4 2015. 819 funds tracked by Wall St. Rank hold BP as of Q1 2016.

  • Leith Wheeler Investment Counsel reported no remaining BP position as of Q1 2016 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 10,076 BP shares in Q1 2016, an estimated $367K.
  • Leith Wheeler Investment Counsel first reported a position in BP in Q4 2015 and held it in 1 quarter.
  • Leith Wheeler Investment Counsel's BP position peaked at $367K in Q4 2015.
  • 819 funds tracked by Wall St. Rank held BP as of Q1 2016.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2016, filed 7 Apr 2016.