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Sanibel Captiva Investment Advisers’s BP BP Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		– Sell
-31,468
Closed -$1.08M – 102
2013
Q3 		$1.08M Buy
31,468
+1,699
+6% +$58.3K 0.84% 42
2013
Q2 		$1.02M Buy
+29,769
New +$1.04M 0.99% 39

Other funds holding BP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanibel Captiva Investment Advisers's BP Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers sold out of BP (BP) in Q4 2013, closing a stake of 31,468 shares — an estimated $1.08M sold.

Sanibel Captiva Investment Advisers first reported a position in BP in Q2 2013 and held it in 2 quarters. The position peaked at $1.08M in Q3 2013. 867 funds tracked by Wall St. Rank hold BP as of Q4 2013.

  • Sanibel Captiva Investment Advisers reported no remaining BP position as of Q4 2013 after selling out during the quarter.
  • Sanibel Captiva Investment Advisers sold 31,468 BP shares in Q4 2013, an estimated $1.08M.
  • Sanibel Captiva Investment Advisers first reported a position in BP in Q2 2013 and held it in 2 quarters.
  • Sanibel Captiva Investment Advisers's BP position peaked at $1.08M in Q3 2013.
  • 867 funds tracked by Wall St. Rank held BP as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.