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Advantage Investment Management’s BP BP Stock Holding History

Advantage Investment 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
2019
Q3 		$115K Sell
3,032
-27
-0.9% -$1.03K 0.09% 214
2019
Q2 		$125K Hold
3,059
– – 0.1% 206
2019
Q1 		$132K Sell
3,059
-718
-19% -$29.4K 0.1% 193
2018
Q4 		$139K Buy
3,777
+520
+16% +$20.8K 0.11% 187
2018
Q3 		$143K Buy
3,257
+920
+39% +$38.5K 0.09% 209
2018
Q2 		$100K Buy
2,337
+507
+28% +$21.3K 0.07% 251
2018
Q1 		$69K Sell
1,830
-300
-14% -$11.3K 0.03% 333
2017
Q4 		$82K Sell
2,130
-32
-1% -$1.16K 0.03% 320
2017
Q3 		$75K Sell
2,162
-38
-2% -$1.21K 0.02% 317
2017
Q2 		$68K Buy
2,200
+308
+16% +$9.58K 0.02% 297
2017
Q1 		$57K Sell
1,892
-34
-2% -$1.03K 0.02% 311
2016
Q4 		$62K Buy
1,926
+678
+54% +$20.4K 0.02% 296
2016
Q3 		$37K Sell
1,248
-510
-29% -$14.8K 0.01% 389
2016
Q2 		$53K Buy
1,758
+359
+26% +$9.67K 0.02% 335
2016
Q1 		$36K Buy
1,399
+121
+9% +$3.05K 0.02% 373
2015
Q4 		$34K Buy
1,278
+30
+2% +$853 0.02% 386
2015
Q3 		$32K Hold
1,248
– – 0.02% 375
2015
Q2 		$42K Sell
1,248
-144
-10% -$5.04K 0.02% 358
2015
Q1 		$45K Hold
1,392
– – 0.03% 338
2014
Q4 		$44K Buy
+1,392
New +$46.8K 0.03% 319

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advantage Investment Management's BP Position: Q3 2019 in Review

Advantage Investment Management reduced its BP (BP) stake by 0.88% in Q3 2019, selling an estimated $1.03K and leaving 3,032 shares worth $115K. The position accounts for 0.09% of the portfolio, ranked #214.

Advantage Investment Management first reported a position in BP in Q4 2014 and has held it in 20 quarters since. The position peaked at $143K in Q3 2018. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

  • Advantage Investment Management held 3,032 shares of BP worth $115K as of Q3 2019.
  • Advantage Investment Management sold 27 BP shares in Q3 2019, an estimated $1.03K.
  • BP made up 0.09% of Advantage Investment Management's portfolio in Q3 2019, its #214 holding.
  • Advantage Investment Management first reported a position in BP in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's BP position peaked at $143K in Q3 2018.
  • 1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.