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Robertson Stephens Advisors’s BP BP Stock Holding History

Robertson Stephens 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
2017
Q1 		– Sell
-17,061
Closed -$546K – 93
2016
Q4 		$546K Buy
+17,061
New +$513K 0.31% 80

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

Robertson Stephens Advisors's BP Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of BP (BP) in Q1 2017, closing a stake of 17,061 shares — an estimated $546K sold.

Robertson Stephens Advisors first reported a position in BP in Q4 2016 and held it in 1 quarter. The position peaked at $546K in Q4 2016. 892 funds tracked by Wall St. Rank hold BP as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining BP position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 17,061 BP shares in Q1 2017, an estimated $546K.
  • Robertson Stephens Advisors first reported a position in BP in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's BP position peaked at $546K in Q4 2016.
  • 892 funds tracked by Wall St. Rank held BP as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.