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Wharton Business Group’s BP BP Stock Holding History

Wharton Business Group’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
Q3 		– Sell
-22,131
Closed -$680K – 109
2017
Q2 		$680K Sell
22,131
-369
-2% -$11.5K 0.07% 71
2017
Q1 		$677K Sell
22,500
-402
-2% -$12.2K 0.07% 75
2016
Q4 		$733K Sell
22,902
-981
-4% -$29.5K 0.09% 77
2016
Q3 		$707K Sell
23,883
-33,753
-59% -$979K 0.09% 84
2016
Q2 		$1.72M Buy
57,636
+492
+0.9% +$13.3K 0.2% 70
2016
Q1 		$1.45M Buy
57,144
+72
+0.1% +$1.82K 0.16% 73
2015
Q4 		$1.5M Hold
57,072
– – 0.15% 77
2015
Q3 		$1.47M Hold
57,072
– – 0.14% 78
2015
Q2 		$1.92M Sell
57,072
-803
-1% -$28.1K 0.13% 76
2015
Q1 		$1.88M Buy
+57,875
New +$1.89M 0.15% 80

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wharton Business Group's BP Position: Q3 2017 in Review

Wharton Business Group sold out of BP (BP) in Q3 2017, closing a stake of 22,131 shares — an estimated $680K sold.

Wharton Business Group first reported a position in BP in Q1 2015 and held it in 10 quarters. The position peaked at $1.92M in Q2 2015. 895 funds tracked by Wall St. Rank hold BP as of Q3 2017.

  • Wharton Business Group reported no remaining BP position as of Q3 2017 after selling out during the quarter.
  • Wharton Business Group sold 22,131 BP shares in Q3 2017, an estimated $680K.
  • Wharton Business Group first reported a position in BP in Q1 2015 and held it in 10 quarters.
  • Wharton Business Group's BP position peaked at $1.92M in Q2 2015.
  • 895 funds tracked by Wall St. Rank held BP as of Q3 2017.

Based on Wharton Business Group's 13F filing for Q3 2017, filed 2 Nov 2017.