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Wood Investment Counsel’s BP BP Stock Holding History

Wood Investment Counsel’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 		– Sell
-5,522
Closed -$238K – 85
2014
Q2 		$238K Sell
5,522
-3,042
-36% -$125K 0.04% 73
2014
Q1 		$337K Sell
8,564
-489
-5% -$19.3K 0.05% 62
2013
Q4 		$360K Sell
9,053
-1,589
-15% -$59.2K 0.06% 56
2013
Q3 		$366K Sell
10,642
-612
-5% -$21K 0.07% 55
2013
Q2 		$384K Buy
+11,254
New +$392K 0.07% 57

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Wood Investment Counsel's BP Position: Q3 2014 in Review

Wood Investment Counsel sold out of BP (BP) in Q3 2014, closing a stake of 5,522 shares — an estimated $238K sold.

Wood Investment Counsel first reported a position in BP in Q2 2013 and held it in 5 quarters. The position peaked at $384K in Q2 2013. 867 funds tracked by Wall St. Rank hold BP as of Q3 2014.

  • Wood Investment Counsel reported no remaining BP position as of Q3 2014 after selling out during the quarter.
  • Wood Investment Counsel sold 5,522 BP shares in Q3 2014, an estimated $238K.
  • Wood Investment Counsel first reported a position in BP in Q2 2013 and held it in 5 quarters.
  • Wood Investment Counsel's BP position peaked at $384K in Q2 2013.
  • 867 funds tracked by Wall St. Rank held BP as of Q3 2014.

Based on Wood Investment Counsel's 13F filing for Q3 2014, filed 27 Oct 2014.