WestEnd Advisors’s BP BP Stock Holding History

WestEnd 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
2019 Q4	–	Sell	-50	Closed	-$1.9K	–	58
2019 Q3	$1.9K	Buy	+50	New	+$1.91K	﹤0.01%	60

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

WestEnd Advisors's BP Position: Q4 2019 in Review

WestEnd Advisors sold out of BP (BP) in Q4 2019, closing a stake of 50 shares — an estimated $1.9K sold.

WestEnd Advisors first reported a position in BP in Q3 2019 and held it in 1 quarter. The position peaked at $1.9K in Q3 2019. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

WestEnd Advisors reported no remaining BP position as of Q4 2019 after selling out during the quarter.
WestEnd Advisors sold 50 BP shares in Q4 2019, an estimated $1.9K.
WestEnd Advisors first reported a position in BP in Q3 2019 and held it in 1 quarter.
WestEnd Advisors's BP position peaked at $1.9K in Q3 2019.
1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on WestEnd Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.