McAdam LLC’s BP BP Stock Holding History

McAdam LLC’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
2018 Q4	–	Sell	-612	Closed	-$27K	–	127
2018 Q3	$27K	Buy	612 +13	+2%	+$544	0.01%	219
2018 Q2	$26K	Sell	599 -8	-1%	-$336	0.01%	209
2018 Q1	$23K	Buy	+607	New	+$22.9K	0.01%	219

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

McAdam LLC's BP Position: Q4 2018 in Review

McAdam LLC sold out of BP (BP) in Q4 2018, closing a stake of 612 shares — an estimated $27K sold.

McAdam LLC first reported a position in BP in Q1 2018 and held it in 3 quarters. The position peaked at $27K in Q3 2018. 1,083 funds tracked by Wall St. Rank hold BP as of Q4 2018.

McAdam LLC reported no remaining BP position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 612 BP shares in Q4 2018, an estimated $27K.
McAdam LLC first reported a position in BP in Q1 2018 and held it in 3 quarters.
McAdam LLC's BP position peaked at $27K in Q3 2018.
1,083 funds tracked by Wall St. Rank held BP as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.