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Physicians Financial Services’s BP BP Stock Holding History

Physicians Financial 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
2017
Q1 		– Sell
-1,838
Closed -$54K – 127
2016
Q4 		$54K Sell
1,838
-40
-2% -$1.2K 0.04% 161
2016
Q3 		$55K Buy
1,878
+86
+5% +$2.5K 0.05% 157
2016
Q2 		$53K Buy
1,792
+123
+7% +$3.31K 0.05% 156
2016
Q1 		$42K Buy
1,669
+6
+0.4% +$151 0.04% 161
2015
Q4 		$44K Buy
+1,663
New +$47.3K 0.04% 168

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Physicians Financial Services's BP Position: Q1 2017 in Review

Physicians Financial Services sold out of BP (BP) in Q1 2017, closing a stake of 1,838 shares — an estimated $54K sold.

Physicians Financial Services first reported a position in BP in Q4 2015 and held it in 5 quarters. The position peaked at $55K in Q3 2016. 892 funds tracked by Wall St. Rank hold BP as of Q1 2017.

  • Physicians Financial Services reported no remaining BP position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 1,838 BP shares in Q1 2017, an estimated $54K.
  • Physicians Financial Services first reported a position in BP in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's BP position peaked at $55K in Q3 2016.
  • 892 funds tracked by Wall St. Rank held BP as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.