Mraz Amerine & Associates’s BP BP Stock Holding History

Mraz Amerine & Associates’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
2017 Q1	–	Sell	-6,237	Closed	-$200K	–	157
2016 Q4	$200K	Buy	+6,237	New	+$188K	0.06%	143
2015 Q3	–	Sell	-6,064	Closed	-$204K	–	149
2015 Q2	$204K	Sell	6,064 -85	-1%	-$2.98K	0.08%	129
2015 Q1	$200K	Buy	+6,149	New	+$201K	0.07%	129
2014 Q4	–	Sell	-6,213	Closed	-$223K	–	151
2014 Q3	$223K	Hold	6,213	–	–	0.09%	119
2014 Q2	$268K	Hold	6,213	–	–	0.1%	112
2014 Q1	$244K	Hold	6,213	–	–	0.1%	114
2013 Q4	$247K	Hold	6,213	–	–	0.11%	113
2013 Q3	$214K	Hold	6,213	–	–	0.1%	113
2013 Q2	$212K	Buy	+6,213	New	+$216K	0.11%	112

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return