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Piershale Financial Group’s BP BP Stock Holding History

Piershale Financial Group’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
2016
Q4 		– Sell
-157
Closed -$5K – 34
2016
Q3 		$5K Hold
157
– – ﹤0.01% 114
2016
Q2 		$5K Hold
157
– – ﹤0.01% 105
2016
Q1 		$4K Hold
157
– – ﹤0.01% 105
2015
Q4 		$4K Hold
157
– – ﹤0.01% 149
2015
Q3 		$4K Buy
+157
New +$4.6K ﹤0.01% 97
2015
Q2 		– Sell
-159
Closed -$5K – 110
2015
Q1 		$5K Buy
+159
New +$5.21K ﹤0.01% 95
2014
Q3 		– Sell
-3,668
Closed -$158K – 142
2014
Q2 		$158K Buy
+3,668
New +$151K 0.13% 32

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Piershale Financial Group's BP Position: Q4 2016 in Review

Piershale Financial Group sold out of BP (BP) in Q4 2016, closing a stake of 157 shares — an estimated $5K sold.

Piershale Financial Group first reported a position in BP in Q2 2014 and held it in 7 quarters. The position peaked at $158K in Q2 2014. 910 funds tracked by Wall St. Rank hold BP as of Q4 2016.

  • Piershale Financial Group reported no remaining BP position as of Q4 2016 after selling out during the quarter.
  • Piershale Financial Group sold 157 BP shares in Q4 2016, an estimated $5K.
  • Piershale Financial Group first reported a position in BP in Q2 2014 and held it in 7 quarters.
  • Piershale Financial Group's BP position peaked at $158K in Q2 2014.
  • 910 funds tracked by Wall St. Rank held BP as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.