SVA Wealth Management’s BP BP Stock Holding History

SVA 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
2016 Q2	–	Sell	-39,283	Closed	-$998K	–	204
2016 Q1	$998K	Sell	39,283 -1,115	-3%	-$28.1K	0.17%	105
2015 Q4	$1.06M	Sell	40,398 -7,056	-15%	-$201K	0.18%	106
2015 Q3	$1.22M	Buy	47,454 +4,066	+9%	+$119K	0.23%	104
2015 Q2	$1.46M	Sell	43,388 -449	-1%	-$15.7K	0.27%	98
2015 Q1	$1.42M	Buy	43,837 +10,571	+32%	+$346K	0.26%	97
2014 Q4	$1.05M	Sell	33,266 -5,062	-13%	-$170K	0.38%	65
2014 Q3	$1.38M	Buy	38,328 +2,852	+8%	+$113K	0.59%	43
2014 Q2	$1.53M	Buy	35,476 +1,372	+4%	+$56.6K	0.65%	38
2014 Q1	$1.34M	Buy	34,104 +6,375	+23%	+$251K	0.63%	40
2013 Q4	$1.1M	Buy	+27,729	New	+$1.03M	0.66%	42

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

SVA Wealth Management's BP Position: Q2 2016 in Review

SVA Wealth Management sold out of BP (BP) in Q2 2016, closing a stake of 39,283 shares — an estimated $998K sold.

SVA Wealth Management first reported a position in BP in Q4 2013 and held it in 10 quarters. The position peaked at $1.53M in Q2 2014. 855 funds tracked by Wall St. Rank hold BP as of Q2 2016.

SVA Wealth Management reported no remaining BP position as of Q2 2016 after selling out during the quarter.
SVA Wealth Management sold 39,283 BP shares in Q2 2016, an estimated $998K.
SVA Wealth Management first reported a position in BP in Q4 2013 and held it in 10 quarters.
SVA Wealth Management's BP position peaked at $1.53M in Q2 2014.
855 funds tracked by Wall St. Rank held BP as of Q2 2016.

Based on SVA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.