Capital Square’s BP BP Stock Holding History

Capital Square’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
2020 Q2	–	Sell	-4,858	Closed	-$118K	–	155
2020 Q1	$118K	Buy	+4,858	New	+$157K	0.14%	141

Other funds holding BP

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Capital Square's BP Position: Q2 2020 in Review

Capital Square sold out of BP (BP) in Q2 2020, closing a stake of 4,858 shares — an estimated $118K sold.

Capital Square first reported a position in BP in Q1 2020 and held it in 1 quarter. The position peaked at $118K in Q1 2020. 942 funds tracked by Wall St. Rank hold BP as of Q2 2020.

Capital Square reported no remaining BP position as of Q2 2020 after selling out during the quarter.
Capital Square sold 4,858 BP shares in Q2 2020, an estimated $118K.
Capital Square first reported a position in BP in Q1 2020 and held it in 1 quarter.
Capital Square's BP position peaked at $118K in Q1 2020.
942 funds tracked by Wall St. Rank held BP as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.