WIL
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Winifred I. Li’s BP BP Stock Holding History

Winifred I. Li’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
Q4 		$131K Sell
4,158
-60
-1% -$2.02K 0.12% 161
2014
Q3 		$152K Hold
4,218
– – 0.15% 138
2014
Q2 		$182K Sell
4,218
-233
-5% -$9.61K 0.15% 135
2014
Q1 		$175K Sell
4,451
-1,223
-22% -$48.2K 0.15% 135
2013
Q4 		$225K Hold
5,674
– – 0.19% 119
2013
Q3 		$195K Sell
5,674
-233
-4% -$7.99K 0.18% 125
2013
Q2 		$201K Buy
+5,907
New +$206K 0.19% 121

Other funds holding BP

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Winifred I. Li's BP Position: Q4 2014 in Review

Winifred I. Li reduced its BP (BP) stake by 1.4% in Q4 2014, selling an estimated $2.02K and leaving 4,158 shares worth $131K. The position accounts for 0.12% of the portfolio, ranked #161.

Winifred I. Li first reported a position in BP in Q2 2013 and has held it in 7 quarters since. The position peaked at $225K in Q4 2013. 882 funds tracked by Wall St. Rank hold BP as of Q4 2014.

  • Winifred I. Li held 4,158 shares of BP worth $131K as of Q4 2014.
  • Winifred I. Li sold 60 BP shares in Q4 2014, an estimated $2.02K.
  • BP made up 0.12% of Winifred I. Li's portfolio in Q4 2014, its #161 holding.
  • Winifred I. Li first reported a position in BP in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's BP position peaked at $225K in Q4 2013.
  • 882 funds tracked by Wall St. Rank held BP as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.