Partnervest Advisory Services’s BP BP Stock Holding History

Partnervest Advisory Services’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
2018 Q2	–	Sell	-10,281	Closed	-$387K	–	206
2018 Q1	$387K	Buy	+10,281	New	+$387K	0.19%	120
2014 Q3	–	Sell	-998	Closed	-$43K	–	227
2014 Q2	$43K	Buy	998 +2	+0.2%	+$82	0.02%	388
2014 Q1	$39K	Sell	996 -327	-25%	-$12.9K	0.02%	371
2013 Q4	$53K	Sell	1,323 -304	-19%	-$11.3K	0.02%	303
2013 Q3	$56K	Buy	1,627 +368	+29%	+$12.6K	0.03%	265
2013 Q2	$43K	Buy	+1,259	New	+$43.8K	0.02%	262

Other funds holding BP

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Partnervest Advisory Services's BP Position: Q2 2018 in Review

Partnervest Advisory Services sold out of BP (BP) in Q2 2018, closing a stake of 10,281 shares — an estimated $387K sold.

Partnervest Advisory Services first reported a position in BP in Q2 2013 and held it in 6 quarters. The position peaked at $387K in Q1 2018. 1,039 funds tracked by Wall St. Rank hold BP as of Q2 2018.

Partnervest Advisory Services reported no remaining BP position as of Q2 2018 after selling out during the quarter.
Partnervest Advisory Services sold 10,281 BP shares in Q2 2018, an estimated $387K.
Partnervest Advisory Services first reported a position in BP in Q2 2013 and held it in 6 quarters.
Partnervest Advisory Services's BP position peaked at $387K in Q1 2018.
1,039 funds tracked by Wall St. Rank held BP as of Q2 2018.

Based on Partnervest Advisory Services's 13F filing for Q2 2018, filed 7 Aug 2018.