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Northwest & Ethical Investments’s BP BP Stock Holding History

Northwest & Ethical Investments’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
2015
Q1 		– Sell
-61,871
Closed -$1.96M – 219
2014
Q4 		$1.96M Buy
61,871
+14,514
+31% +$488K 0.13% 150
2014
Q3 		$1.7M Hold
47,357
– – 0.11% 159
2014
Q2 		$2.04M Hold
47,357
– – 0.13% 165
2014
Q1 		$1.86M Hold
47,357
– – 0.12% 168
2013
Q4 		$1.88M Hold
47,357
– – 0.12% 166
2013
Q3 		$1.63M Sell
47,357
-30,319
-39% -$1.04M 0.12% 167
2013
Q2 		$2.65M Buy
+77,676
New +$2.7M 0.21% 100

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest & Ethical Investments's BP Position: Q1 2015 in Review

Northwest & Ethical Investments sold out of BP (BP) in Q1 2015, closing a stake of 61,871 shares — an estimated $1.96M sold.

Northwest & Ethical Investments first reported a position in BP in Q2 2013 and held it in 7 quarters. The position peaked at $2.65M in Q2 2013. 861 funds tracked by Wall St. Rank hold BP as of Q1 2015.

  • Northwest & Ethical Investments reported no remaining BP position as of Q1 2015 after selling out during the quarter.
  • Northwest & Ethical Investments sold 61,871 BP shares in Q1 2015, an estimated $1.96M.
  • Northwest & Ethical Investments first reported a position in BP in Q2 2013 and held it in 7 quarters.
  • Northwest & Ethical Investments's BP position peaked at $2.65M in Q2 2013.
  • 861 funds tracked by Wall St. Rank held BP as of Q1 2015.

Based on Northwest & Ethical Investments's 13F filing for Q1 2015, filed 8 Jul 2025.