BW
BPT

Barrington Wilshire’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Barrington Wilshire’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
2013
Q2 		$96K Buy
+1,000
New +$85.9K 0.04% 10

Other funds holding BPT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Barrington Wilshire's BPT Position: Q2 2013 in Review

Barrington Wilshire opened a new position in BP Prudhoe Bay Royalty Trust (BPT) in Q2 2013: 1,000 shares worth $96K. The stake represents 0.04% of the portfolio and ranks #10 among its holdings.

145 funds tracked by Wall St. Rank hold BPT as of Q2 2013.

  • Barrington Wilshire held 1,000 shares of BP Prudhoe Bay Royalty Trust worth $96K as of Q2 2013.
  • BP Prudhoe Bay Royalty Trust was a new Barrington Wilshire position in Q2 2013.
  • BP Prudhoe Bay Royalty Trust made up 0.04% of Barrington Wilshire's portfolio in Q2 2013, its #10 holding.
  • 145 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q2 2013.

Based on Barrington Wilshire's 13F filing for Q2 2013, filed 18 Jul 2013.