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Richard C. Young & Co’s BP BP Stock Holding History

Richard C. Young & Co’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
Q4 		– Sell
-53,775
Closed -$1.86M – 63
2017
Q3 		$1.86M Sell
53,775
-2,691
-5% -$85.5K 0.35% 53
2017
Q2 		$1.74M Sell
56,466
-23,930
-30% -$745K 0.34% 55
2017
Q1 		$2.42M Sell
80,396
-2,305
-3% -$70.1K 0.48% 51
2016
Q4 		$2.65M Sell
82,701
-1,631
-2% -$49.1K 0.56% 47
2016
Q3 		$2.5M Sell
84,332
-329
-0.4% -$9.54K 0.54% 49
2016
Q2 		$2.53M Sell
84,661
-1,371
-2% -$36.9K 0.56% 46
2016
Q1 		$2.19M Buy
86,032
+5,416
+7% +$137K 0.49% 50
2015
Q4 		$2.12M Sell
80,616
-94,969
-54% -$2.7M 0.48% 53
2015
Q3 		$4.51M Sell
175,585
-4,027
-2% -$118K 1.12% 41
2015
Q2 		$6.04M Sell
179,612
-5,008
-3% -$175K 1.36% 32
2015
Q1 		$5.99M Buy
184,620
+85,495
+86% +$2.8M 1.31% 37
2014
Q4 		$3.13M Sell
99,125
-100,054
-50% -$3.36M 0.66% 53
2014
Q3 		$7.16M Buy
199,179
+1,499
+0.8% +$59.4K 1.53% 32
2014
Q2 		$8.53M Buy
197,680
+9,669
+5% +$399K 1.73% 26
2014
Q1 		$7.4M Buy
188,011
+6,145
+3% +$242K 1.57% 34
2013
Q4 		$7.23M Buy
181,866
+1,847
+1% +$68.8K 1.57% 32
2013
Q3 		$6.19M Buy
180,019
+5,839
+3% +$200K 1.4% 34
2013
Q2 		$5.95M Buy
+174,180
New +$6.06M 1.48% 31

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Richard C. Young & Co's BP Position: Q4 2017 in Review

Richard C. Young & Co sold out of BP (BP) in Q4 2017, closing a stake of 53,775 shares — an estimated $1.86M sold.

Richard C. Young & Co first reported a position in BP in Q2 2013 and held it in 18 quarters. The position peaked at $8.53M in Q2 2014. 1,002 funds tracked by Wall St. Rank hold BP as of Q4 2017.

  • Richard C. Young & Co reported no remaining BP position as of Q4 2017 after selling out during the quarter.
  • Richard C. Young & Co sold 53,775 BP shares in Q4 2017, an estimated $1.86M.
  • Richard C. Young & Co first reported a position in BP in Q2 2013 and held it in 18 quarters.
  • Richard C. Young & Co's BP position peaked at $8.53M in Q2 2014.
  • 1,002 funds tracked by Wall St. Rank held BP as of Q4 2017.

Based on Richard C. Young & Co's 13F filing for Q4 2017, filed 13 Feb 2018.