Clear Perspective Advisors’s BP BP Stock Holding History

Clear Perspective Advisors’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	-1,373	Closed	-$56K	–	154
2019 Q2	$56K	Buy	+1,373	New	+$57.6K	0.04%	180
2018 Q3	–	Sell	-1,009	Closed	-$43K	–	174
2018 Q2	$43K	Sell	1,009 -13	-1%	-$546	0.03%	264
2018 Q1	$39K	Sell	1,022 -16	-2%	-$603	0.03%	255
2017 Q4	$40K	Sell	1,038 -78	-7%	-$2.83K	0.03%	248
2017 Q3	$39K	Buy	1,116 +44	+4%	+$1.4K	0.03%	248
2017 Q2	$33K	Sell	1,072 -17	-2%	-$529	0.03%	257
2017 Q1	$33K	Sell	1,089 -20	-2%	-$608	0.02%	243
2016 Q4	$36K	Buy	+1,109	New	+$33.4K	0.02%	226

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

Clear Perspective Advisors's BP Position: Q3 2019 in Review

Clear Perspective Advisors sold out of BP (BP) in Q3 2019, closing a stake of 1,373 shares — an estimated $56K sold.

Clear Perspective Advisors first reported a position in BP in Q4 2016 and held it in 8 quarters. The position peaked at $56K in Q2 2019. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

Clear Perspective Advisors reported no remaining BP position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 1,373 BP shares in Q3 2019, an estimated $56K.
Clear Perspective Advisors first reported a position in BP in Q4 2016 and held it in 8 quarters.
Clear Perspective Advisors's BP position peaked at $56K in Q2 2019.
1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.