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Loeb Offshore Management’s BP BP Stock Holding History

Loeb Offshore 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
2014
Q1 		– Sell
-85,136
Closed -$3.38M – 183
2013
Q4 		$3.38M Buy
85,136
+53,636
+170% +$2M 0.93% 35
2013
Q3 		$1.08M Buy
+31,500
New +$1.08M 0.33% 103

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Loeb Offshore Management's BP Position: Q1 2014 in Review

Loeb Offshore Management sold out of BP (BP) in Q1 2014, closing a stake of 85,136 shares — an estimated $3.38M sold.

Loeb Offshore Management first reported a position in BP in Q3 2013 and held it in 2 quarters. The position peaked at $3.38M in Q4 2013. 888 funds tracked by Wall St. Rank hold BP as of Q1 2014.

  • Loeb Offshore Management reported no remaining BP position as of Q1 2014 after selling out during the quarter.
  • Loeb Offshore Management sold 85,136 BP shares in Q1 2014, an estimated $3.38M.
  • Loeb Offshore Management first reported a position in BP in Q3 2013 and held it in 2 quarters.
  • Loeb Offshore Management's BP position peaked at $3.38M in Q4 2013.
  • 888 funds tracked by Wall St. Rank held BP as of Q1 2014.

Based on Loeb Offshore Management's 13F filing for Q1 2014, filed 15 May 2014.