Truvvo Partners’s BP BP Stock Holding History

Truvvo Partners’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
2016 Q2	–	Sell	-66,465	Closed	-$1.69M	–	123
2016 Q1	$1.69M	Buy	+66,465	New	+$1.68M	0.76%	27

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Truvvo Partners's BP Position: Q2 2016 in Review

Truvvo Partners sold out of BP (BP) in Q2 2016, closing a stake of 66,465 shares — an estimated $1.69M sold.

Truvvo Partners first reported a position in BP in Q1 2016 and held it in 1 quarter. The position peaked at $1.69M in Q1 2016. 855 funds tracked by Wall St. Rank hold BP as of Q2 2016.

Truvvo Partners reported no remaining BP position as of Q2 2016 after selling out during the quarter.
Truvvo Partners sold 66,465 BP shares in Q2 2016, an estimated $1.69M.
Truvvo Partners first reported a position in BP in Q1 2016 and held it in 1 quarter.
Truvvo Partners's BP position peaked at $1.69M in Q1 2016.
855 funds tracked by Wall St. Rank held BP as of Q2 2016.

Based on Truvvo Partners's 13F filing for Q2 2016, filed 9 Aug 2016.