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Mogy Joel R Investment Counsel’s BP BP Stock Holding History

Mogy Joel R Investment Counsel’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
Q2 		– Sell
-6,406
Closed -$275K – 111
2019
Q1 		$275K Sell
6,406
-94
-1% -$3.85K 0.04% 103
2018
Q4 		$239K Sell
6,500
-98
-1% -$3.91K 0.04% 107
2018
Q3 		$290K Sell
6,598
-96
-1% -$4.01K 0.04% 109
2018
Q2 		$288K Sell
6,694
-86
-1% -$3.61K 0.04% 107
2018
Q1 		$255K Sell
6,780
-102
-1% -$3.84K 0.04% 111
2017
Q4 		$265K Sell
6,882
-104
-1% -$3.77K 0.04% 111
2017
Q3 		$242K Sell
6,986
-120
-2% -$3.81K 0.04% 116
2017
Q2 		$218K Sell
7,106
-119
-2% -$3.7K 0.04% 120
2017
Q1 		$217K Sell
7,225
-129
-2% -$3.92K 0.04% 119
2016
Q4 		$235K Sell
7,354
-134
-2% -$4.03K 0.04% 115
2016
Q3 		$222K Hold
7,488
– – 0.04% 119
2016
Q2 		$224K Buy
+7,488
New +$202K 0.04% 120
2015
Q3 		– Sell
-8,460
Closed -$284K – 133
2015
Q2 		$284K Sell
8,460
-1,182
-12% -$41.4K 0.05% 126
2015
Q1 		$313K Sell
9,642
-12,520
-56% -$410K 0.06% 125
2014
Q4 		$701K Sell
22,162
-526
-2% -$17.7K 0.13% 92
2014
Q3 		$816K Hold
22,688
– – 0.16% 87
2014
Q2 		$979K Hold
22,688
– – 0.2% 79
2014
Q1 		$893K Hold
22,688
– – 0.19% 82
2013
Q4 		$902K Buy
22,688
+208
+0.9% +$7.75K 0.19% 81
2013
Q3 		$773K Hold
22,480
– – 0.18% 83
2013
Q2 		$768K Buy
+22,480
New +$783K 0.19% 78

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mogy Joel R Investment Counsel's BP Position: Q2 2019 in Review

Mogy Joel R Investment Counsel sold out of BP (BP) in Q2 2019, closing a stake of 6,406 shares — an estimated $275K sold.

Mogy Joel R Investment Counsel first reported a position in BP in Q2 2013 and held it in 21 quarters. The position peaked at $979K in Q2 2014. 1,097 funds tracked by Wall St. Rank hold BP as of Q2 2019.

  • Mogy Joel R Investment Counsel reported no remaining BP position as of Q2 2019 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 6,406 BP shares in Q2 2019, an estimated $275K.
  • Mogy Joel R Investment Counsel first reported a position in BP in Q2 2013 and held it in 21 quarters.
  • Mogy Joel R Investment Counsel's BP position peaked at $979K in Q2 2014.
  • 1,097 funds tracked by Wall St. Rank held BP as of Q2 2019.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2019, filed 8 Aug 2019.