Windsor Capital Management’s BP BP Stock Holding History

Windsor Capital Management’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
2015 Q4	–	Sell	-1,190	Closed	-$30K	–	142
2015 Q3	$30K	Buy	+1,190	New	+$34.9K	0.02%	208
2014 Q1	–	Sell	-3,495	Closed	-$139K	–	105
2013 Q4	$139K	Sell	3,495 -59	-2%	-$2.2K	0.08%	97
2013 Q3	$122K	Buy	3,554 +1,412	+66%	+$48.4K	0.07%	104
2013 Q2	$73K	Buy	+2,142	New	+$74.6K	0.04%	137

Other funds holding BP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Windsor Capital Management's BP Position: Q4 2015 in Review

Windsor Capital Management sold out of BP (BP) in Q4 2015, closing a stake of 1,190 shares — an estimated $30K sold.

Windsor Capital Management first reported a position in BP in Q2 2013 and held it in 4 quarters. The position peaked at $139K in Q4 2013. 823 funds tracked by Wall St. Rank hold BP as of Q4 2015.

Windsor Capital Management reported no remaining BP position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 1,190 BP shares in Q4 2015, an estimated $30K.
Windsor Capital Management first reported a position in BP in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's BP position peaked at $139K in Q4 2013.
823 funds tracked by Wall St. Rank held BP as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.