Telemus Capital’s BP BP Stock Holding History

Telemus Capital’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
2018 Q1	–	Sell	-546	Closed	-$21K	–	427
2017 Q4	$21K	Buy	+546	New	+$19.8K	﹤0.01%	465
2013 Q4	–	Sell	-7,099	Closed	-$244K	–	130
2013 Q3	$244K	Buy	+7,099	New	+$244K	0.07%	125

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Telemus Capital's BP Position: Q1 2018 in Review

Telemus Capital sold out of BP (BP) in Q1 2018, closing a stake of 546 shares — an estimated $21K sold.

Telemus Capital first reported a position in BP in Q3 2013 and held it in 2 quarters. The position peaked at $244K in Q3 2013. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2018.

Telemus Capital reported no remaining BP position as of Q1 2018 after selling out during the quarter.
Telemus Capital sold 546 BP shares in Q1 2018, an estimated $21K.
Telemus Capital first reported a position in BP in Q3 2013 and held it in 2 quarters.
Telemus Capital's BP position peaked at $244K in Q3 2013.
1,003 funds tracked by Wall St. Rank held BP as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.