Palisades Hudson Asset Management’s BP BP Stock Holding History

Palisades Hudson Asset 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
2020 Q2	–	Sell	-8,299	Closed	-$202K	–	96
2020 Q1	$202K	Hold	8,299	–	–	0.17%	80
2019 Q4	$313K	Hold	8,299	–	–	0.2%	73
2019 Q3	$315K	Sell	8,299 -140	-2%	-$5.34K	0.22%	63
2019 Q2	$346K	Hold	8,439	–	–	0.24%	61
2019 Q1	$363K	Sell	8,439 -124	-1%	-$5.08K	0.23%	54
2018 Q4	$315K	Sell	8,563 -129	-1%	-$5.15K	0.18%	74
2018 Q3	$383K	Sell	8,692 -125	-1%	-$5.23K	0.2%	69
2018 Q2	$379K	Sell	8,817 -115	-1%	-$4.83K	0.2%	61
2018 Q1	$336K	Sell	8,932 -134	-1%	-$5.05K	0.18%	74
2017 Q4	$349K	Sell	9,066 -137	-1%	-$4.96K	0.19%	72
2017 Q3	$319K	Sell	9,203 -158	-2%	-$5.02K	0.18%	77
2017 Q2	$288K	Sell	9,361 -156	-2%	-$4.85K	0.17%	85
2017 Q1	$286K	Sell	9,517 -170	-2%	-$5.17K	0.18%	75
2016 Q4	$310K	Sell	9,687 -176	-2%	-$5.3K	0.19%	62
2016 Q3	$292K	Hold	9,863	–	–	0.22%	65
2016 Q2	$295K	Sell	9,863 -841	-8%	-$22.7K	0.24%	63
2016 Q1	$272K	Hold	10,704	–	–	0.21%	68
2015 Q4	$282K	Hold	10,704	–	–	0.24%	65
2015 Q3	$275K	Hold	10,704	–	–	0.25%	62
2015 Q2	$360K	Sell	10,704 -150	-1%	-$5.25K	0.31%	47
2015 Q1	$352K	Hold	10,854	–	–	0.27%	50
2014 Q4	$343K	Sell	10,854 -156	-1%	-$5.24K	0.27%	57
2014 Q3	$396K	Hold	11,010	–	–	0.32%	39
2014 Q2	$475K	Hold	11,010	–	–	0.39%	24
2014 Q1	$433K	Hold	11,010	–	–	0.37%	25
2013 Q4	$438K	Hold	11,010	–	–	0.37%	27
2013 Q3	$379K	Hold	11,010	–	–	0.34%	29
2013 Q2	$376K	Buy	+11,010	New	+$383K	0.36%	28

Other funds holding BP

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Palisades Hudson Asset Management's BP Position: Q2 2020 in Review

Palisades Hudson Asset Management sold out of BP (BP) in Q2 2020, closing a stake of 8,299 shares — an estimated $202K sold.

Palisades Hudson Asset Management first reported a position in BP in Q2 2013 and held it in 28 quarters. The position peaked at $475K in Q2 2014. 942 funds tracked by Wall St. Rank hold BP as of Q2 2020.

Palisades Hudson Asset Management reported no remaining BP position as of Q2 2020 after selling out during the quarter.
Palisades Hudson Asset Management sold 8,299 BP shares in Q2 2020, an estimated $202K.
Palisades Hudson Asset Management first reported a position in BP in Q2 2013 and held it in 28 quarters.
Palisades Hudson Asset Management's BP position peaked at $475K in Q2 2014.
942 funds tracked by Wall St. Rank held BP as of Q2 2020.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.