Sunnymeath Asset Management’s BP BP Stock Holding History

Sunnymeath Asset 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
2016 Q4	$802K	Buy	25,039 +9,201	+58%	+$277K	1.13%	44
2016 Q3	$303K	Sell	15,838 -5,409	-25%	-$157K	0.66%	57
2016 Q2	$640K	Sell	21,247 -22,966	-52%	-$619K	0.94%	47
2016 Q1	$1.12M	Buy	44,213 +30,860	+231%	+$779K	1.7%	21
2015 Q4	$350K	Buy	+13,353	New	+$380K	0.56%	60

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sunnymeath Asset Management's BP Position: Q4 2016 in Review

Sunnymeath Asset Management increased its BP (BP) stake by 58% in Q4 2016, buying an estimated $277K and bringing the position to 25,039 shares worth $802K. The position accounts for 1.13% of the portfolio, ranked #44.

Sunnymeath Asset Management first reported a position in BP in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.12M in Q1 2016. 909 funds tracked by Wall St. Rank hold BP as of Q4 2016.

Sunnymeath Asset Management held 25,039 shares of BP worth $802K as of Q4 2016.
Sunnymeath Asset Management bought 9,201 BP shares in Q4 2016, an estimated $277K.
BP made up 1.13% of Sunnymeath Asset Management's portfolio in Q4 2016, its #44 holding.
Sunnymeath Asset Management first reported a position in BP in Q4 2015 and has held it in 5 quarters since.
Sunnymeath Asset Management's BP position peaked at $1.12M in Q1 2016.
909 funds tracked by Wall St. Rank held BP as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.