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Stewardship Financial Advisors’s BP BP Stock Holding History

Stewardship Financial 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
2016
Q2 		– Sell
-15,922
Closed -$404K – 42
2016
Q1 		$404K Sell
15,922
-23,079
-59% -$582K 0.32% 36
2015
Q4 		$1.03M Buy
+39,001
New +$1.11M 0.82% 42

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

Stewardship Financial Advisors's BP Position: Q2 2016 in Review

Stewardship Financial Advisors sold out of BP (BP) in Q2 2016, closing a stake of 15,922 shares — an estimated $404K sold.

Stewardship Financial Advisors first reported a position in BP in Q4 2015 and held it in 2 quarters. The position peaked at $1.03M in Q4 2015. 855 funds tracked by Wall St. Rank hold BP as of Q2 2016.

  • Stewardship Financial Advisors reported no remaining BP position as of Q2 2016 after selling out during the quarter.
  • Stewardship Financial Advisors sold 15,922 BP shares in Q2 2016, an estimated $404K.
  • Stewardship Financial Advisors first reported a position in BP in Q4 2015 and held it in 2 quarters.
  • Stewardship Financial Advisors's BP position peaked at $1.03M in Q4 2015.
  • 855 funds tracked by Wall St. Rank held BP as of Q2 2016.

Based on Stewardship Financial Advisors's 13F filing for Q2 2016, filed 26 Jun 2018.