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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

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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