Shelter Mutual Insurance’s BP BP Stock Holding History

Shelter Mutual Insurance’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 Q1	–	Sell	-94,248	Closed	-$2.48M	–	44
2015 Q4	$2.48M	Hold	94,248	–	–	0.77%	38
2015 Q3	$2.42M	Hold	94,248	–	–	0.79%	38
2015 Q2	$3.17M	Sell	94,248 -1,326	-1%	-$46.4K	0.95%	37
2015 Q1	$3.1M	Hold	95,574	–	–	0.97%	36
2014 Q4	$3.02M	Sell	95,574 -1,374	-1%	-$46.2K	0.81%	39
2014 Q3	$3.48M	Hold	96,948	–	–	0.96%	39
2014 Q2	$4.17M	Hold	96,948	–	–	1.14%	38
2014 Q1	$3.81M	Hold	96,948	–	–	1.05%	41
2013 Q4	$3.85M	Hold	96,948	–	–	1.02%	43
2013 Q3	$3.33M	Hold	96,948	–	–	0.95%	45
2013 Q2	$3.31M	Buy	+96,948	New	+$3.37M	0.98%	44

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Shelter Mutual Insurance's BP Position: Q1 2016 in Review

Shelter Mutual Insurance sold out of BP (BP) in Q1 2016, closing a stake of 94,248 shares — an estimated $2.48M sold.

Shelter Mutual Insurance first reported a position in BP in Q2 2013 and held it in 11 quarters. The position peaked at $4.17M in Q2 2014. 819 funds tracked by Wall St. Rank hold BP as of Q1 2016.

Shelter Mutual Insurance reported no remaining BP position as of Q1 2016 after selling out during the quarter.
Shelter Mutual Insurance sold 94,248 BP shares in Q1 2016, an estimated $2.48M.
Shelter Mutual Insurance first reported a position in BP in Q2 2013 and held it in 11 quarters.
Shelter Mutual Insurance's BP position peaked at $4.17M in Q2 2014.
819 funds tracked by Wall St. Rank held BP as of Q1 2016.

Based on Shelter Mutual Insurance's 13F filing for Q1 2016, filed 13 May 2016.