WFG Advisors’s BP BP Stock Holding History

WFG 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
2017 Q2	$2.04M	Buy	66,416 +1,978	+3%	+$61.5K	0.46%	52
2017 Q1	$1.94M	Sell	64,438 -5,422	-8%	-$165K	0.52%	43
2016 Q4	$2.24M	Sell	69,860 -56	-0.1%	-$1.69K	0.55%	36
2016 Q3	$2.07M	Sell	69,916 -278	-0.4%	-$8.07K	0.51%	43
2016 Q2	$2.1M	Buy	70,194 +12,010	+21%	+$324K	0.56%	37
2016 Q1	$1.48M	Buy	58,184 +446	+0.8%	+$11.3K	0.43%	53
2015 Q4	$1.52M	Buy	57,738 +26,293	+84%	+$748K	0.45%	47
2015 Q3	$809K	Buy	31,445 +1,579	+5%	+$46.3K	0.25%	90
2015 Q2	$1M	Buy	29,866 +3,914	+15%	+$137K	0.28%	79
2015 Q1	$842K	Sell	25,952 -14,146	-35%	-$463K	0.23%	97
2014 Q4	$1.27M	Sell	40,098 -224	-0.6%	-$7.53K	0.26%	81
2014 Q3	$1.45M	Sell	40,322 -7,357	-15%	-$291K	0.28%	76
2014 Q2	$2.06M	Buy	47,679 +387	+0.8%	+$16K	0.38%	48
2014 Q1	$1.86M	Sell	47,292 -10,439	-18%	-$412K	0.37%	41
2013 Q4	$2.29M	Sell	57,731 -2,631	-4%	-$98K	0.33%	57
2013 Q3	$2.08M	Buy	60,362 +14,712	+32%	+$505K	0.32%	64
2013 Q2	$1.56M	Buy	+45,650	New	+$1.59M	0.26%	92

Other funds holding BP

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WFG Advisors's BP Position: Q2 2017 in Review

WFG Advisors increased its BP (BP) stake by 3.1% in Q2 2017, buying an estimated $61.5K and bringing the position to 66,416 shares worth $2.04M. The position accounts for 0.46% of the portfolio, ranked #52.

WFG Advisors first reported a position in BP in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.29M in Q4 2013. 874 funds tracked by Wall St. Rank hold BP as of Q2 2017.

WFG Advisors held 66,416 shares of BP worth $2.04M as of Q2 2017.
WFG Advisors bought 1,978 BP shares in Q2 2017, an estimated $61.5K.
BP made up 0.46% of WFG Advisors's portfolio in Q2 2017, its #52 holding.
WFG Advisors first reported a position in BP in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's BP position peaked at $2.29M in Q4 2013.
874 funds tracked by Wall St. Rank held BP as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.