Clear Perspective Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-78	Closed	-$2K	–	175
2018 Q2	$2K	Buy	78 +4	+5%	+$103	﹤0.01%	458
2018 Q1	$2K	Buy	74 +4	+6%	+$88	﹤0.01%	448
2017 Q4	$1K	Buy	70 +2	+3%	+$41	﹤0.01%	445
2017 Q3	$2K	Buy	68 +3	+5%	+$61	﹤0.01%	424
2017 Q2	$1K	Buy	65 +3	+5%	+$61	﹤0.01%	452
2017 Q1	$1K	Buy	62 +2	+3%	+$50	﹤0.01%	396
2016 Q4	$1K	Buy	+60	New	+$1.32K	﹤0.01%	393

Other funds holding BPT

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clear Perspective Advisors's BPT Position: Q3 2018 in Review

Clear Perspective Advisors sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q3 2018, closing a stake of 78 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in BPT in Q4 2016 and held it in 7 quarters. The position peaked at $2K in Q2 2018. 79 funds tracked by Wall St. Rank hold BPT as of Q3 2018.

Clear Perspective Advisors reported no remaining BP Prudhoe Bay Royalty Trust position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 78 BP Prudhoe Bay Royalty Trust shares in Q3 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's BP Prudhoe Bay Royalty Trust position peaked at $2K in Q2 2018.
79 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.