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Triangle Securities Wealth Management’s BP BP Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-2,350
Closed -$80K – 150
2013
Q2 		$80K Buy
+2,350
New +$81.8K 0.06% 192

Other funds holding BP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Triangle Securities Wealth Management's BP Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of BP (BP) in Q3 2013, closing a stake of 2,350 shares — an estimated $80K sold.

Triangle Securities Wealth Management first reported a position in BP in Q2 2013 and held it in 1 quarter. The position peaked at $80K in Q2 2013. 779 funds tracked by Wall St. Rank hold BP as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining BP position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,350 BP shares in Q3 2013, an estimated $80K.
  • Triangle Securities Wealth Management first reported a position in BP in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's BP position peaked at $80K in Q2 2013.
  • 779 funds tracked by Wall St. Rank held BP as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.