Tortoise Investment Management’s BP BP Stock Holding History

Tortoise Investment 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
2019 Q4	–	Sell	-264	Closed	-$10K	–	595
2019 Q3	$10K	Sell	264 -4	-1%	-$153	﹤0.01%	395
2019 Q2	$11K	Hold	268	–	–	﹤0.01%	411
2019 Q1	$12K	Buy	+268	New	+$11K	﹤0.01%	385
2016 Q1	–	Sell	-1	Closed	–	–	398
2015 Q4	$0	Sell	1 -1	-50%	-$28	﹤0.01%	413
2015 Q3	$0	Hold	2	–	–	﹤0.01%	406
2015 Q2	$0	Hold	2	–	–	﹤0.01%	430
2015 Q1	$0	Hold	2	–	–	﹤0.01%	429
2014 Q4	$0	Hold	2	–	–	﹤0.01%	466
2014 Q3	$0	Sell	2 -134	-99%	-$5.31K	﹤0.01%	390
2014 Q2	$6K	Buy	136 +134	+6,700%	+$5.53K	﹤0.01%	346
2014 Q1	$0	Buy	+2	New	+$79	﹤0.01%	354
2013 Q4	–	Sell	-2	Closed	-$1K	–	345
2013 Q3	$1K	Hold	2	–	–	﹤0.01%	319
2013 Q2	$1K	Buy	+2	New	+$70	﹤0.01%	346

Other funds holding BP

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Tortoise Investment Management's BP Position: Q4 2019 in Review

Tortoise Investment Management sold out of BP (BP) in Q4 2019, closing a stake of 264 shares — an estimated $10K sold.

Tortoise Investment Management first reported a position in BP in Q2 2013 and held it in 13 quarters. The position peaked at $12K in Q1 2019. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

Tortoise Investment Management reported no remaining BP position as of Q4 2019 after selling out during the quarter.
Tortoise Investment Management sold 264 BP shares in Q4 2019, an estimated $10K.
Tortoise Investment Management first reported a position in BP in Q2 2013 and held it in 13 quarters.
Tortoise Investment Management's BP position peaked at $12K in Q1 2019.
1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on Tortoise Investment Management's 13F filing for Q4 2019, filed 6 Feb 2020.