APP
BPT

Avantax Planning Partners’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Avantax Planning Partners’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$3K – 401
2018
Q3 		$3K Buy
+100
New +$3K ﹤0.01% 1237

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Avantax Planning Partners's BPT Position: Q4 2018 in Review

Avantax Planning Partners sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in BPT in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 78 funds tracked by Wall St. Rank hold BPT as of Q4 2018.

  • Avantax Planning Partners reported no remaining BP Prudhoe Bay Royalty Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 BP Prudhoe Bay Royalty Trust shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in BP Prudhoe Bay Royalty Trust in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's BP Prudhoe Bay Royalty Trust position peaked at $3K in Q3 2018.
  • 78 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.