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Tower Trust’s BP BP Stock Holding History

Tower Trust’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
Q1 		$542K Hold
13,777
– – 0.34% 81
2013
Q4 		$548K Hold
13,777
– – 0.33% 82
2013
Q3 		$474K Buy
13,777
+269
+2% +$9.23K 0.32% 84
2013
Q2 		$461K Buy
+13,508
New +$470K 0.33% 81

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Tower Trust's BP Position: Q1 2014 in Review

Tower Trust held its BP (BP) position steady in Q1 2014 at 13,777 shares worth $542K. The position accounts for 0.34% of the portfolio, ranked #81.

Tower Trust first reported a position in BP in Q2 2013 and has held it in 4 quarters since. The position peaked at $548K in Q4 2013. 888 funds tracked by Wall St. Rank hold BP as of Q1 2014.

  • Tower Trust held 13,777 shares of BP worth $542K as of Q1 2014.
  • Tower Trust left its BP share count unchanged in Q1 2014.
  • BP made up 0.34% of Tower Trust's portfolio in Q1 2014, its #81 holding.
  • Tower Trust first reported a position in BP in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's BP position peaked at $548K in Q4 2013.
  • 888 funds tracked by Wall St. Rank held BP as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.