Cypress Wealth Services’s BP BP Stock Holding History

Cypress Wealth Services’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 Q1	–	Sell	-5,590	Closed	-$211K	–	250
2019 Q4	$211K	Sell	5,590 -2,651	-32%	-$101K	0.05%	238
2019 Q3	$313K	Buy	+8,241	New	+$314K	0.09%	183

Other funds holding BP

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

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

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

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

Cypress Wealth Services's BP Position: Q1 2020 in Review

Cypress Wealth Services sold out of BP (BP) in Q1 2020, closing a stake of 5,590 shares — an estimated $211K sold.

Cypress Wealth Services first reported a position in BP in Q3 2019 and held it in 2 quarters. The position peaked at $313K in Q3 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

Cypress Wealth Services reported no remaining BP position as of Q1 2020 after selling out during the quarter.
Cypress Wealth Services sold 5,590 BP shares in Q1 2020, an estimated $211K.
Cypress Wealth Services first reported a position in BP in Q3 2019 and held it in 2 quarters.
Cypress Wealth Services's BP position peaked at $313K in Q3 2019.
1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.