WBH Advisory’s BP BP Stock Holding History

WBH Advisory’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
2018 Q4	–	Sell	-6,150	Closed	-$270K	–	228
2018 Q3	$270K	Buy	6,150 +959	+18%	+$40.1K	0.07%	212
2018 Q2	$223K	Buy	+5,191	New	+$218K	0.06%	216

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WBH Advisory's BP Position: Q4 2018 in Review

WBH Advisory sold out of BP (BP) in Q4 2018, closing a stake of 6,150 shares — an estimated $270K sold.

WBH Advisory first reported a position in BP in Q2 2018 and held it in 2 quarters. The position peaked at $270K in Q3 2018. 1,083 funds tracked by Wall St. Rank hold BP as of Q4 2018.

WBH Advisory reported no remaining BP position as of Q4 2018 after selling out during the quarter.
WBH Advisory sold 6,150 BP shares in Q4 2018, an estimated $270K.
WBH Advisory first reported a position in BP in Q2 2018 and held it in 2 quarters.
WBH Advisory's BP position peaked at $270K in Q3 2018.
1,083 funds tracked by Wall St. Rank held BP as of Q4 2018.

Based on WBH Advisory's 13F filing for Q4 2018, filed 29 Jan 2019.