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US Financial Advisors’s BP BP Stock Holding History

US Financial Advisors’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
-242
Closed -$6K – 87
2016
Q1 		$6K Sell
242
-517
-68% -$13K 0.01% 241
2015
Q4 		$20K Sell
759
-1,731
-70% -$49.2K 0.02% 237
2015
Q3 		$64K Buy
2,490
+2,248
+929% +$65.9K 0.11% 93
2015
Q2 		$8K Sell
242
-4
-2% -$140 0.01% 243
2015
Q1 		$8K Hold
246
– – 0.01% 276
2014
Q4 		$8K Buy
+246
New +$8.27K 0.01% 255

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

US Financial Advisors's BP Position: Q2 2016 in Review

US Financial Advisors sold out of BP (BP) in Q2 2016, closing a stake of 242 shares — an estimated $6K sold.

US Financial Advisors first reported a position in BP in Q4 2014 and held it in 6 quarters. The position peaked at $64K in Q3 2015. 856 funds tracked by Wall St. Rank hold BP as of Q2 2016.

  • US Financial Advisors reported no remaining BP position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 242 BP shares in Q2 2016, an estimated $6K.
  • US Financial Advisors first reported a position in BP in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's BP position peaked at $64K in Q3 2015.
  • 856 funds tracked by Wall St. Rank held BP as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.