Woodmont Investment Counsel’s BP BP Stock Holding History

Woodmont 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
2016 Q4	–	Sell	-5,116	Closed	-$151K	–	241
2016 Q3	$151K	Buy	+5,116	New	+$148K	0.04%	186
2016 Q2	–	Sell	-5,116	Closed	-$130K	–	217
2016 Q1	$130K	Hold	5,116	–	–	0.04%	189
2015 Q4	$135K	Hold	5,116	–	–	0.04%	199
2015 Q3	$132K	Hold	5,116	–	–	0.04%	197
2015 Q2	$172K	Buy	+5,116	New	+$179K	0.05%	181
2014 Q3	–	Sell	-5,263	Closed	-$227K	–	203
2014 Q2	$227K	Hold	5,263	–	–	0.06%	189
2014 Q1	$207K	Sell	5,263 -245	-4%	-$9.66K	0.06%	192
2013 Q4	$219K	Buy	+5,508	New	+$205K	0.07%	187

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodmont Investment Counsel's BP Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of BP (BP) in Q4 2016, closing a stake of 5,116 shares — an estimated $151K sold.

Woodmont Investment Counsel first reported a position in BP in Q4 2013 and held it in 8 quarters. The position peaked at $227K in Q2 2014. 910 funds tracked by Wall St. Rank hold BP as of Q4 2016.

Woodmont Investment Counsel reported no remaining BP position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 5,116 BP shares in Q4 2016, an estimated $151K.
Woodmont Investment Counsel first reported a position in BP in Q4 2013 and held it in 8 quarters.
Woodmont Investment Counsel's BP position peaked at $227K in Q2 2014.
910 funds tracked by Wall St. Rank held BP as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.