Westbourne Investment Advisors’s BP BP Stock Holding History

Westbourne Investment 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
2018 Q4	–	Sell	-1,533	Closed	-$67K	–	98
2018 Q3	$67K	Buy	+1,533	New	+$64.1K	0.05%	139

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

Westbourne Investment Advisors's BP Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of BP (BP) in Q4 2018, closing a stake of 1,533 shares — an estimated $67K sold.

Westbourne Investment Advisors first reported a position in BP in Q3 2018 and held it in 1 quarter. The position peaked at $67K in Q3 2018. 1,083 funds tracked by Wall St. Rank hold BP as of Q4 2018.

Westbourne Investment Advisors reported no remaining BP position as of Q4 2018 after selling out during the quarter.
Westbourne Investment Advisors sold 1,533 BP shares in Q4 2018, an estimated $67K.
Westbourne Investment Advisors first reported a position in BP in Q3 2018 and held it in 1 quarter.
Westbourne Investment Advisors's BP position peaked at $67K in Q3 2018.
1,083 funds tracked by Wall St. Rank held BP as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.