TWM
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Torch Wealth Management’s BP BP Stock Holding History

Torch 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
-245
Closed -$11K – 121
2014
Q2 		$11K Hold
245
– – 0.01% 233
2014
Q1 		$10K Hold
245
– – 0.01% 257
2013
Q4 		$10K Buy
+245
New +$9.12K 0.01% 227

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

Torch Wealth Management's BP Position: Q3 2014 in Review

Torch Wealth Management sold out of BP (BP) in Q3 2014, closing a stake of 245 shares — an estimated $11K sold.

Torch Wealth Management first reported a position in BP in Q4 2013 and held it in 3 quarters. The position peaked at $11K in Q2 2014. 866 funds tracked by Wall St. Rank hold BP as of Q3 2014.

  • Torch Wealth Management reported no remaining BP position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 245 BP shares in Q3 2014, an estimated $11K.
  • Torch Wealth Management first reported a position in BP in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's BP position peaked at $11K in Q2 2014.
  • 866 funds tracked by Wall St. Rank held BP as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.