Long Wharf Investors’s BP BP Stock Holding History

Long Wharf Investors’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 Q2	$495K	Sell	11,481 -621	-5%	-$25.6K	0.39%	97
2014 Q1	$476K	Buy	+12,102	New	+$477K	0.41%	92

Other funds holding BP

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Long Wharf Investors's BP Position: Q2 2014 in Review

Long Wharf Investors reduced its BP (BP) stake by 5.1% in Q2 2014, selling an estimated $25.6K and leaving 11,481 shares worth $495K. The position accounts for 0.39% of the portfolio, ranked #97.

Long Wharf Investors first reported a position in BP in Q1 2014 and has held it in 2 quarters since. 900 funds tracked by Wall St. Rank hold BP as of Q2 2014.

Long Wharf Investors held 11,481 shares of BP worth $495K as of Q2 2014.
Long Wharf Investors sold 621 BP shares in Q2 2014, an estimated $25.6K.
BP made up 0.39% of Long Wharf Investors's portfolio in Q2 2014, its #97 holding.
Long Wharf Investors first reported a position in BP in Q1 2014 and has held it in 2 quarters since.
900 funds tracked by Wall St. Rank held BP as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.