CWA
BPT

Clarus Wealth Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Clarus Wealth Advisors’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
2019
Q1 		– Sell
-150
Closed -$3K – 684
2018
Q4 		$3K Hold
150
– – ﹤0.01% 613
2018
Q3 		$5K Hold
150
– – ﹤0.01% 601
2018
Q2 		$4K Buy
+150
New +$3.88K ﹤0.01% 639

Other funds holding BPT

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
CoreCommodity Management Stamford, Connecticut $538M AUM 71.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clarus Wealth Advisors's BPT Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2019, closing a stake of 150 shares — an estimated $3K sold.

Clarus Wealth Advisors first reported a position in BPT in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 77 funds tracked by Wall St. Rank hold BPT as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 150 BP Prudhoe Bay Royalty Trust shares in Q1 2019, an estimated $3K.
  • Clarus Wealth Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's BP Prudhoe Bay Royalty Trust position peaked at $5K in Q3 2018.
  • 77 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.