MBE
BP icon

Michael B. Elefante’s BP BP Stock Holding History

Michael B. Elefante’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
Q4 		$102K Sell
3,230
-59
-2% -$1.98K 0.11% 98
2014
Q3 		$118K Sell
3,289
-299
-8% -$11.8K 0.05% 120
2014
Q2 		$155K Sell
3,588
-116
-3% -$4.79K 0.06% 118
2014
Q1 		$146K Buy
+3,704
New +$146K 0.06% 118

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Michael B. Elefante's BP Position: Q4 2014 in Review

Michael B. Elefante reduced its BP (BP) stake by 1.8% in Q4 2014, selling an estimated $1.98K and leaving 3,230 shares worth $102K. The position accounts for 0.11% of the portfolio, ranked #98.

Michael B. Elefante first reported a position in BP in Q1 2014 and has held it in 4 quarters since. The position peaked at $155K in Q2 2014. 882 funds tracked by Wall St. Rank hold BP as of Q4 2014.

  • Michael B. Elefante held 3,230 shares of BP worth $102K as of Q4 2014.
  • Michael B. Elefante sold 59 BP shares in Q4 2014, an estimated $1.98K.
  • BP made up 0.11% of Michael B. Elefante's portfolio in Q4 2014, its #98 holding.
  • Michael B. Elefante first reported a position in BP in Q1 2014 and has held it in 4 quarters since.
  • Michael B. Elefante's BP position peaked at $155K in Q2 2014.
  • 882 funds tracked by Wall St. Rank held BP as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.