PIA
BP icon

Peachtree Investment Advisors’s BP BP Stock Holding History

Peachtree Investment Advisors’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
Q3 		– Sell
-1,396
Closed -$47K – 123
2015
Q2 		$47K Sell
1,396
-125
-8% -$4.38K 0.04% 195
2015
Q1 		$49K Sell
1,521
-23,652
-94% -$774K 0.04% 202
2014
Q4 		$796K Sell
25,173
-1,921
-7% -$64.6K 0.53% 51
2014
Q3 		$974K Sell
27,094
-367
-1% -$14.5K 0.65% 38
2014
Q2 		$1.19M Hold
27,461
– – 0.79% 28
2014
Q1 		$1.08M Sell
27,461
-101
-0.4% -$3.98K 0.74% 32
2013
Q4 		$1.1M Buy
+27,562
New +$1.03M 0.75% 31

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peachtree Investment Advisors's BP Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of BP (BP) in Q3 2015, closing a stake of 1,396 shares — an estimated $47K sold.

Peachtree Investment Advisors first reported a position in BP in Q4 2013 and held it in 7 quarters. The position peaked at $1.19M in Q2 2014. 805 funds tracked by Wall St. Rank hold BP as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining BP position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 1,396 BP shares in Q3 2015, an estimated $47K.
  • Peachtree Investment Advisors first reported a position in BP in Q4 2013 and held it in 7 quarters.
  • Peachtree Investment Advisors's BP position peaked at $1.19M in Q2 2014.
  • 805 funds tracked by Wall St. Rank held BP as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.