Wealth Architects’s BP BP Stock Holding History

Wealth Architects’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 Q4	–	Sell	-5,797	Closed	-$201K	–	133
2017 Q3	$201K	Buy	+5,797	New	+$184K	0.07%	122
2015 Q4	–	Sell	-8,420	Closed	-$217K	–	124
2015 Q3	$217K	Buy	+8,420	New	+$247K	0.12%	107

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Architects's BP Position: Q4 2017 in Review

Wealth Architects sold out of BP (BP) in Q4 2017, closing a stake of 5,797 shares — an estimated $201K sold.

Wealth Architects first reported a position in BP in Q3 2015 and held it in 2 quarters. The position peaked at $217K in Q3 2015. 1,002 funds tracked by Wall St. Rank hold BP as of Q4 2017.

Wealth Architects reported no remaining BP position as of Q4 2017 after selling out during the quarter.
Wealth Architects sold 5,797 BP shares in Q4 2017, an estimated $201K.
Wealth Architects first reported a position in BP in Q3 2015 and held it in 2 quarters.
Wealth Architects's BP position peaked at $217K in Q3 2015.
1,002 funds tracked by Wall St. Rank held BP as of Q4 2017.

Based on Wealth Architects's 13F filing for Q4 2017, filed 31 Jan 2018.