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Ullmann Wealth Partners Group’s BP BP Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-5,358
Closed -$164K – 57
2017
Q2 		$164K Sell
5,358
-89
-2% -$2.77K 0.12% 59
2017
Q1 		$163K Buy
+5,447
New +$166K 0.14% 56

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ullmann Wealth Partners Group's BP Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of BP (BP) in Q3 2017, closing a stake of 5,358 shares — an estimated $164K sold.

Ullmann Wealth Partners Group first reported a position in BP in Q1 2017 and held it in 2 quarters. The position peaked at $164K in Q2 2017. 894 funds tracked by Wall St. Rank hold BP as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining BP position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 5,358 BP shares in Q3 2017, an estimated $164K.
  • Ullmann Wealth Partners Group first reported a position in BP in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's BP position peaked at $164K in Q2 2017.
  • 894 funds tracked by Wall St. Rank held BP as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.