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Destination Wealth Management’s BP BP Stock Holding History

Destination 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
Q4 		– Sell
-5,601
Closed -$213K – 158
2019
Q3 		$213K Buy
5,601
+1,756
+46% +$67K 0.01% 135
2019
Q2 		$158K Sell
3,845
-95
-2% -$3.98K 0.01% 148
2019
Q1 		$169K Sell
3,940
-463
-11% -$19K 0.01% 148
2018
Q4 		$162K Buy
4,403
+11
+0.3% +$439 0.01% 153
2018
Q3 		$193K Buy
4,392
+43
+1% +$1.8K 0.01% 154
2018
Q2 		$187K Buy
4,349
+4,196
+2,742% +$176K 0.01% 144
2018
Q1 		$9K Sell
153
-12,810
-99% -$483K ﹤0.01% 402
2017
Q4 		$499K Sell
12,963
-117
-0.9% -$4.24K 0.03% 114
2017
Q3 		$453K Buy
13,080
+1,718
+15% +$54.6K 0.03% 114
2017
Q2 		$349K Buy
11,362
+980
+9% +$30.5K 0.02% 124
2017
Q1 		$313K Sell
10,382
-1,178
-10% -$35.8K 0.02% 129
2016
Q4 		$370K Buy
11,560
+515
+5% +$15.5K 0.03% 124
2016
Q3 		$327K Buy
11,045
+286
+3% +$8.3K 0.03% 130
2016
Q2 		$321K Hold
10,759
– – 0.03% 116
2016
Q1 		$283K Hold
10,759
– – 0.03% 112
2015
Q4 		$283K Buy
+10,759
New +$306K 0.03% 112

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Destination Wealth Management's BP Position: Q4 2019 in Review

Destination Wealth Management sold out of BP (BP) in Q4 2019, closing a stake of 5,601 shares — an estimated $213K sold.

Destination Wealth Management first reported a position in BP in Q4 2015 and held it in 16 quarters. The position peaked at $499K in Q4 2017. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

  • Destination Wealth Management reported no remaining BP position as of Q4 2019 after selling out during the quarter.
  • Destination Wealth Management sold 5,601 BP shares in Q4 2019, an estimated $213K.
  • Destination Wealth Management first reported a position in BP in Q4 2015 and held it in 16 quarters.
  • Destination Wealth Management's BP position peaked at $499K in Q4 2017.
  • 1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on Destination Wealth Management's 13F filing for Q4 2019, filed 12 Feb 2020.