Whitney & Co’s BP BP Stock Holding History

Whitney & Co’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	-1,248	Closed	-$49K	–	151
2018 Q3	$49K	Buy	+1,248	New	+$52.2K	0.01%	183

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

Whitney & Co's BP Position: Q4 2018 in Review

Whitney & Co sold out of BP (BP) in Q4 2018, closing a stake of 1,248 shares — an estimated $49K sold.

Whitney & Co first reported a position in BP in Q3 2018 and held it in 1 quarter. The position peaked at $49K in Q3 2018. 1,083 funds tracked by Wall St. Rank hold BP as of Q4 2018.

Whitney & Co reported no remaining BP position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 1,248 BP shares in Q4 2018, an estimated $49K.
Whitney & Co first reported a position in BP in Q3 2018 and held it in 1 quarter.
Whitney & Co's BP position peaked at $49K in Q3 2018.
1,083 funds tracked by Wall St. Rank held BP as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.