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Asset Planning Services (Pennsylvania)’s BP BP Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-1,250
Closed -$47K – 90
2019
Q3 		$47K Sell
1,250
-21
-2% -$801 0.02% 137
2019
Q2 		$52K Hold
1,271
– – 0.02% 131
2019
Q1 		$55K Sell
1,271
-19
-1% -$779 0.03% 123
2018
Q4 		$47K Sell
1,290
-19
-1% -$759 0.02% 128
2018
Q3 		$54K Sell
1,309
-19
-1% -$795 0.03% 126
2018
Q2 		$57K Sell
1,328
-17
-1% -$714 0.03% 119
2018
Q1 		$51K Sell
1,345
-1,401
-51% -$52.8K 0.03% 127
2017
Q4 		$106K Sell
2,746
-1,054
-28% -$38.2K 0.05% 100
2017
Q3 		$132K Sell
3,800
-66
-2% -$2.1K 0.07% 87
2017
Q2 		$119K Sell
3,866
-64
-2% -$1.99K 0.08% 91
2017
Q1 		$118K Sell
3,930
-70
-2% -$2.13K 0.08% 85
2016
Q4 		$128K Sell
4,000
-382
-9% -$11.5K 0.1% 78
2016
Q3 		$130K Sell
4,382
-2,377
-35% -$69K 0.11% 75
2016
Q2 		$202K Sell
6,759
-297
-4% -$8K 0.18% 63
2016
Q1 		$179K Buy
7,056
+5,360
+316% +$135K 0.16% 68
2015
Q4 		$45K Buy
1,696
+594
+54% +$16.9K 0.04% 109
2015
Q3 		$28K Hold
1,102
– – 0.03% 117
2015
Q2 		$37K Buy
+1,102
New +$38.6K 0.04% 126

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s BP Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of BP (BP) in Q4 2019, closing a stake of 1,250 shares — an estimated $47K sold.

Asset Planning Services (Pennsylvania) first reported a position in BP in Q2 2015 and held it in 18 quarters. The position peaked at $202K in Q2 2016. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining BP position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,250 BP shares in Q4 2019, an estimated $47K.
  • Asset Planning Services (Pennsylvania) first reported a position in BP in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s BP position peaked at $202K in Q2 2016.
  • 1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.