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Lourd Capital’s BP BP Stock Holding History

Lourd Capital’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
Q1 		– Sell
-17,065
Closed -$627K – 150
2018
Q4 		$627K Sell
17,065
-3,269
-16% -$131K 0.05% 97
2018
Q3 		$895K Buy
20,334
+649
+3% +$27.1K 0.06% 74
2018
Q2 		$846K Sell
19,685
-6,160
-24% -$259K 0.12% 56
2018
Q1 		$974K Sell
25,845
-280
-1% -$10.5K 0.13% 54
2017
Q4 		$1M Buy
+26,125
New +$946K 0.07% 71

Other funds holding BP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lourd Capital's BP Position: Q1 2019 in Review

Lourd Capital sold out of BP (BP) in Q1 2019, closing a stake of 17,065 shares — an estimated $627K sold.

Lourd Capital first reported a position in BP in Q4 2017 and held it in 5 quarters. The position peaked at $1M in Q4 2017. 1,118 funds tracked by Wall St. Rank hold BP as of Q1 2019.

  • Lourd Capital reported no remaining BP position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 17,065 BP shares in Q1 2019, an estimated $627K.
  • Lourd Capital first reported a position in BP in Q4 2017 and held it in 5 quarters.
  • Lourd Capital's BP position peaked at $1M in Q4 2017.
  • 1,118 funds tracked by Wall St. Rank held BP as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.