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	$1.92K	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 $30.5B AUM 29.95% 1-Year Est. Return

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

Franklin Resources

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

Dimensional Fund Advisors

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

Wellington Management Group

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return