Beach Investment Management’s BP BP Stock Holding History

Beach Investment Management’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 Q3	–	Sell	-22,412	Closed	-$919K	–	37
2019 Q2	$919K	Buy	22,412 +5,420	+32%	+$227K	1.5%	24
2019 Q1	$731K	Buy	+16,992	New	+$696K	1.31%	26

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beach Investment Management's BP Position: Q3 2019 in Review

Beach Investment Management sold out of BP (BP) in Q3 2019, closing a stake of 22,412 shares — an estimated $919K sold.

Beach Investment Management first reported a position in BP in Q1 2019 and held it in 2 quarters. The position peaked at $919K in Q2 2019. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

Beach Investment Management reported no remaining BP position as of Q3 2019 after selling out during the quarter.
Beach Investment Management sold 22,412 BP shares in Q3 2019, an estimated $919K.
Beach Investment Management first reported a position in BP in Q1 2019 and held it in 2 quarters.
Beach Investment Management's BP position peaked at $919K in Q2 2019.
1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on Beach Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.