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Wilson Kemp & Associates’s BP BP Stock Holding History

Wilson Kemp & Associates’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
2014
Q3 		$207K Sell
5,764
-3,640
-39% -$144K 1.89% 26
2014
Q2 		$406K Sell
9,404
-6,836
-42% -$282K 1.46% 28
2014
Q1 		$639K Sell
16,240
-10,756
-40% -$424K 1.66% 20
2013
Q4 		$1.07M Buy
26,996
+1,066
+4% +$39.7K 2.06% 15
2013
Q3 		$891K Sell
25,930
-26,328
-50% -$903K 1.96% 15
2013
Q2 		$1.78M Buy
+52,258
New +$1.82M 1.71% 17

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Wilson Kemp & Associates's BP Position: Q3 2014 in Review

Wilson Kemp & Associates reduced its BP (BP) stake by 39% in Q3 2014, selling an estimated $144K and leaving 5,764 shares worth $207K. The position accounts for 1.89% of the portfolio, ranked #26.

Wilson Kemp & Associates first reported a position in BP in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.78M in Q2 2013. 867 funds tracked by Wall St. Rank hold BP as of Q3 2014.

  • Wilson Kemp & Associates held 5,764 shares of BP worth $207K as of Q3 2014.
  • Wilson Kemp & Associates sold 3,640 BP shares in Q3 2014, an estimated $144K.
  • BP made up 1.89% of Wilson Kemp & Associates's portfolio in Q3 2014, its #26 holding.
  • Wilson Kemp & Associates first reported a position in BP in Q2 2013 and has held it in 6 quarters since.
  • Wilson Kemp & Associates's BP position peaked at $1.78M in Q2 2013.
  • 867 funds tracked by Wall St. Rank held BP as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.