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Liberty Capital Management’s BP BP Stock Holding History

Liberty Capital 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
2018
Q1 		– Sell
-1,062
Closed -$43K – 118
2017
Q4 		$43K Sell
1,062
-16
-1% -$580 0.02% 184
2017
Q3 		$38K Sell
1,078
-18
-2% -$572 0.02% 195
2017
Q2 		$33K Sell
1,096
-19
-2% -$591 0.02% 193
2017
Q1 		$34K Sell
1,115
-20
-2% -$608 0.02% 180
2016
Q4 		$36K Sell
1,135
-436
-28% -$13.1K 0.02% 171
2016
Q3 		$47K Buy
+1,571
New +$45.6K 0.03% 156

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty Capital Management's BP Position: Q1 2018 in Review

Liberty Capital Management sold out of BP (BP) in Q1 2018, closing a stake of 1,062 shares — an estimated $43K sold.

Liberty Capital Management first reported a position in BP in Q3 2016 and held it in 6 quarters. The position peaked at $47K in Q3 2016. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2018.

  • Liberty Capital Management reported no remaining BP position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 1,062 BP shares in Q1 2018, an estimated $43K.
  • Liberty Capital Management first reported a position in BP in Q3 2016 and held it in 6 quarters.
  • Liberty Capital Management's BP position peaked at $47K in Q3 2016.
  • 1,003 funds tracked by Wall St. Rank held BP as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.