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National Planning Corporation’s BP BP Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-85,697
Closed -$2.97M – 107
2017
Q3 		$2.97M Sell
85,697
-23,738
-22% -$754K 0.25% 89
2017
Q2 		$3.4M Sell
109,435
-6,072
-5% -$189K 0.26% 89
2017
Q1 		$3.5M Sell
115,507
-3,749
-3% -$114K 0.26% 78
2016
Q4 		$3.66M Buy
119,256
+7,808
+7% +$235K 0.28% 71
2016
Q3 		$3.19M Buy
111,448
+11,722
+12% +$340K 0.25% 83
2016
Q2 		$2.81M Buy
99,726
+4,916
+5% +$132K 0.22% 102
2016
Q1 		$2.52M Sell
94,810
-3,987
-4% -$101K 0.22% 101
2015
Q4 		$2.53M Buy
98,797
+29,722
+43% +$845K 0.21% 108
2015
Q3 		$2.11M Buy
69,075
+7,449
+12% +$218K 0.19% 113
2015
Q2 		$1.87M Buy
61,626
+6,390
+12% +$224K 0.17% 129
2015
Q1 		$1.98M Buy
55,236
+12,222
+28% +$400K 0.18% 123
2014
Q4 		$1.28M Buy
43,014
+9,495
+28% +$319K 0.09% 204
2014
Q3 		$1.17M Sell
33,519
-4,414
-12% -$175K 0.09% 224
2014
Q2 		$1.64M Buy
37,933
+8,044
+27% +$332K 0.13% 162
2014
Q1 		$1.18M Buy
29,889
+955
+3% +$37.7K 0.1% 202
2013
Q4 		$1.15M Sell
28,934
-1,699
-6% -$63.3K 0.1% 209
2013
Q3 		$1.05M Buy
30,633
+18,732
+157% +$643K 0.1% 207
2013
Q2 		$408K Buy
+11,901
New +$414K 0.05% 320

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Planning Corporation's BP Position: Q4 2017 in Review

National Planning Corporation sold out of BP (BP) in Q4 2017, closing a stake of 85,697 shares — an estimated $2.97M sold.

National Planning Corporation first reported a position in BP in Q2 2013 and held it in 18 quarters. The position peaked at $3.66M in Q4 2016. 1,002 funds tracked by Wall St. Rank hold BP as of Q4 2017.

  • National Planning Corporation reported no remaining BP position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 85,697 BP shares in Q4 2017, an estimated $2.97M.
  • National Planning Corporation first reported a position in BP in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's BP position peaked at $3.66M in Q4 2016.
  • 1,002 funds tracked by Wall St. Rank held BP as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.