SSWM
BP icon

Smith Salley Wealth Management’s BP BP Stock Holding History

Smith Salley Wealth Management’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
2014
Q3 		– Sell
-6,714
Closed -$289K – 177
2014
Q2 		$289K Buy
+6,714
New +$277K 0.08% 155

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Smith Salley Wealth Management's BP Position: Q3 2014 in Review

Smith Salley Wealth Management sold out of BP (BP) in Q3 2014, closing a stake of 6,714 shares — an estimated $289K sold.

Smith Salley Wealth Management first reported a position in BP in Q2 2014 and held it in 1 quarter. The position peaked at $289K in Q2 2014. 866 funds tracked by Wall St. Rank hold BP as of Q3 2014.

  • Smith Salley Wealth Management reported no remaining BP position as of Q3 2014 after selling out during the quarter.
  • Smith Salley Wealth Management sold 6,714 BP shares in Q3 2014, an estimated $289K.
  • Smith Salley Wealth Management first reported a position in BP in Q2 2014 and held it in 1 quarter.
  • Smith Salley Wealth Management's BP position peaked at $289K in Q2 2014.
  • 866 funds tracked by Wall St. Rank held BP as of Q3 2014.

Based on Smith Salley Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.