Otter Creek Management’s BP BP Stock Holding History

Otter Creek Management’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	–	Sell	-25,673	Closed	-$923K	–	72
2014 Q3	$923K	Buy	25,673 +15,893	+163%	+$630K	0.46%	58
2014 Q2	$422K	Buy	+9,780	New	+$403K	0.19%	69

Other funds holding BP

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Otter Creek Management's BP Position: Q4 2014 in Review

Otter Creek Management sold out of BP (BP) in Q4 2014, closing a stake of 25,673 shares — an estimated $923K sold.

Otter Creek Management first reported a position in BP in Q2 2014 and held it in 2 quarters. The position peaked at $923K in Q3 2014. 881 funds tracked by Wall St. Rank hold BP as of Q4 2014.

Otter Creek Management reported no remaining BP position as of Q4 2014 after selling out during the quarter.
Otter Creek Management sold 25,673 BP shares in Q4 2014, an estimated $923K.
Otter Creek Management first reported a position in BP in Q2 2014 and held it in 2 quarters.
Otter Creek Management's BP position peaked at $923K in Q3 2014.
881 funds tracked by Wall St. Rank held BP as of Q4 2014.

Based on Otter Creek Management's 13F filing for Q4 2014, filed 17 Feb 2015.