BWM
BPT

Baystate Wealth Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Baystate Wealth Management’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
Q1 		– Sell
-3,000
Closed -$69K – 680
2017
Q4 		$69K Buy
+3,000
New +$60.8K 0.01% 170

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Two Sigma Advisers
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Morgan Stanley
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California Public Employees Retirement System
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Citadel Advisors
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Bank of America
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RJFSA
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Baystate Wealth Management's BPT Position: Q1 2018 in Review

Baystate Wealth Management sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2018, closing a stake of 3,000 shares — an estimated $69K sold.

Baystate Wealth Management first reported a position in BPT in Q4 2017 and held it in 1 quarter. The position peaked at $69K in Q4 2017. 68 funds tracked by Wall St. Rank hold BPT as of Q1 2018.

  • Baystate Wealth Management reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 3,000 BP Prudhoe Bay Royalty Trust shares in Q1 2018, an estimated $69K.
  • Baystate Wealth Management first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2017 and held it in 1 quarter.
  • Baystate Wealth Management's BP Prudhoe Bay Royalty Trust position peaked at $69K in Q4 2017.
  • 68 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.