BCA
QEP

Berman Capital Advisors’s QEP RESOURCES, INC. QEP Stock Holding History

Berman Capital Advisors’s Portfolio QEP Stock Details QEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-486
Closed – – 1858
2020
Q2 		$0 Sell
486
-3,322
-87% -$3.1K ﹤0.01% 1918
2020
Q1 		$1K Buy
+3,808
New +$9.16K ﹤0.01% 1428
2019
Q2 		– Sell
-21
Closed – – 1641
2019
Q1 		$0 Hold
21
– – ﹤0.01% 1533
2018
Q4 		$0 Buy
+21
New +$184 ﹤0.01% 1307

Other funds holding QEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Berman Capital Advisors's QEP Position: Q3 2020 in Review

Berman Capital Advisors sold out of QEP RESOURCES, INC. (QEP) in Q3 2020, closing a stake of 486 shares.

Berman Capital Advisors first reported a position in QEP in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2020. 164 funds tracked by Wall St. Rank hold QEP as of Q3 2020.

  • Berman Capital Advisors reported no remaining QEP RESOURCES, INC. position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 486 QEP RESOURCES, INC. shares in Q3 2020.
  • Berman Capital Advisors first reported a position in QEP RESOURCES, INC. in Q4 2018 and held it in 4 quarters.
  • Berman Capital Advisors's QEP RESOURCES, INC. position peaked at $1K in Q1 2020.
  • 164 funds tracked by Wall St. Rank held QEP RESOURCES, INC. as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.