Lyons Wealth Management’s BP BP Stock Holding History

Lyons Wealth 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
2013 Q4	–	Sell	-6,257	Closed	-$215K	–	66
2013 Q3	$215K	Sell	6,257 -1,223	-16%	-$42K	0.19%	55
2013 Q2	$257K	Buy	+7,480	New	+$260K	0.26%	51

Other funds holding BP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

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

Lyons Wealth Management's BP Position: Q4 2013 in Review

Lyons Wealth Management sold out of BP (BP) in Q4 2013, closing a stake of 6,257 shares — an estimated $215K sold.

Lyons Wealth Management first reported a position in BP in Q2 2013 and held it in 2 quarters. The position peaked at $257K in Q2 2013. 866 funds tracked by Wall St. Rank hold BP as of Q4 2013.

Lyons Wealth Management reported no remaining BP position as of Q4 2013 after selling out during the quarter.
Lyons Wealth Management sold 6,257 BP shares in Q4 2013, an estimated $215K.
Lyons Wealth Management first reported a position in BP in Q2 2013 and held it in 2 quarters.
Lyons Wealth Management's BP position peaked at $257K in Q2 2013.
866 funds tracked by Wall St. Rank held BP as of Q4 2013.

Based on Lyons Wealth Management's 13F filing for Q4 2013, filed 4 Feb 2014.