Catamount Wealth Management’s BP BP Stock Holding History

Catamount Wealth 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 Q1	$22K	Sell	508 -8	-2%	-$328	0.01%	111
2018 Q4	$21K	Sell	516 -8	-2%	-$319	0.01%	97
2018 Q3	$23K	Sell	524 -7	-1%	-$293	0.01%	114
2018 Q2	$21K	Sell	531 -7	-1%	-$294	0.01%	112
2018 Q1	$20K	Sell	538 -8	-1%	-$301	0.01%	111
2017 Q4	$21K	Sell	546 -8	-1%	-$290	0.01%	113
2017 Q3	$19K	Sell	554 -38	-6%	-$1.21K	0.01%	120
2017 Q2	$18K	Sell	592 -211	-26%	-$6.57K	0.01%	123
2017 Q1	$24K	Sell	803 -14	-2%	-$426	0.02%	106
2016 Q4	$26K	Sell	817 -15	-2%	-$451	0.02%	92
2016 Q3	$25K	Hold	832	–	–	0.02%	88
2016 Q2	$25K	Hold	832	–	–	0.03%	63
2016 Q1	$21K	Hold	832	–	–	0.02%	73
2015 Q4	$22K	Hold	832	–	–	0.02%	70
2015 Q3	$21K	Hold	832	–	–	0.02%	74
2015 Q2	$28K	Sell	832 -12	-1%	-$420	0.02%	79
2015 Q1	$27K	Hold	844	–	–	0.02%	70
2014 Q4	$27K	Buy	+844	New	+$28.4K	0.03%	59

Other funds holding BP

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

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

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

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

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

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

Catamount Wealth Management's BP Position: Q1 2019 in Review

Catamount Wealth Management reduced its BP (BP) stake by 1.6% in Q1 2019, selling an estimated $328 and leaving 508 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #111.

Catamount Wealth Management first reported a position in BP in Q4 2014 and has held it in 18 quarters since. The position peaked at $28K in Q2 2015. 1,118 funds tracked by Wall St. Rank hold BP as of Q1 2019.

Catamount Wealth Management held 508 shares of BP worth $22K as of Q1 2019.
Catamount Wealth Management sold 8 BP shares in Q1 2019, an estimated $328.
BP made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #111 holding.
Catamount Wealth Management first reported a position in BP in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's BP position peaked at $28K in Q2 2015.
1,118 funds tracked by Wall St. Rank held BP as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.