Lodestar Investment Counsel’s BP BP Stock Holding History

Lodestar 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
2019 Q2	$716K	Sell	17,467 -203	-1%	-$8.52K	0.07%	109
2019 Q1	$760K	Sell	17,670 -749	-4%	-$30.7K	0.08%	105
2018 Q4	$677K	Sell	18,419 -831	-4%	-$33.2K	0.08%	104
2018 Q3	$847K	Buy	19,250 +173	+0.9%	+$7.23K	0.09%	99
2018 Q2	$820K	Sell	19,077 -247	-1%	-$10.4K	0.09%	102
2018 Q1	$728K	Sell	19,324 -291	-1%	-$11K	0.08%	108
2017 Q4	$755K	Sell	19,615 -430	-2%	-$15.6K	0.09%	102
2017 Q3	$695K	Sell	20,045 -345	-2%	-$11K	0.09%	104
2017 Q2	$626K	Buy	20,390 +491	+2%	+$15.3K	0.08%	103
2017 Q1	$599K	Sell	19,899 -356	-2%	-$10.8K	0.08%	104
2016 Q4	$649K	Buy	20,255 +505	+3%	+$15.2K	0.09%	101
2016 Q3	$584K	Hold	19,750	–	–	0.08%	105
2016 Q2	$590K	Hold	19,750	–	–	0.08%	103
2016 Q1	$502K	Sell	19,750 -2,704	-12%	-$68.2K	0.07%	110
2015 Q4	$591K	Sell	22,454 -2,734	-11%	-$77.8K	0.09%	94
2015 Q3	$648K	Sell	25,188 -3,030	-11%	-$88.8K	0.11%	89
2015 Q2	$949K	Sell	28,218 -458	-2%	-$16K	0.15%	75
2015 Q1	$931K	Buy	28,676 +7,440	+35%	+$244K	0.14%	76
2014 Q4	$672K	Sell	21,236 -61	-0.3%	-$2.05K	0.19%	63
2014 Q3	$766K	Hold	21,297	–	–	0.23%	56
2014 Q2	$919K	Buy	21,297 +2,445	+13%	+$101K	0.28%	55
2014 Q1	$742K	Buy	18,852 +519	+3%	+$20.5K	0.23%	59
2013 Q4	$729K	Sell	18,333 -1,631	-8%	-$60.7K	0.24%	58
2013 Q3	$686K	Hold	19,964	–	–	0.25%	56
2013 Q2	$682K	Buy	+19,964	New	+$695K	0.26%	54

Other funds holding BP

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lodestar Investment Counsel's BP Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its BP (BP) stake by 1.1% in Q2 2019, selling an estimated $8.52K and leaving 17,467 shares worth $716K. The position accounts for 0.07% of the portfolio, ranked #109.

Lodestar Investment Counsel first reported a position in BP in Q2 2013 and has held it in 25 quarters since. The position peaked at $949K in Q2 2015. 1,097 funds tracked by Wall St. Rank hold BP as of Q2 2019.

Lodestar Investment Counsel held 17,467 shares of BP worth $716K as of Q2 2019.
Lodestar Investment Counsel sold 203 BP shares in Q2 2019, an estimated $8.52K.
BP made up 0.07% of Lodestar Investment Counsel's portfolio in Q2 2019, its #109 holding.
Lodestar Investment Counsel first reported a position in BP in Q2 2013 and has held it in 25 quarters since.
Lodestar Investment Counsel's BP position peaked at $949K in Q2 2015.
1,097 funds tracked by Wall St. Rank held BP as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.