Douglas Lane & Associates’s BP BP Stock Holding History

Douglas Lane & Associates’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	-5,805	Closed	-$221K	–	210
2019 Q3	$221K	Sell	5,805 -420	-7%	-$16K	﹤0.01%	200
2019 Q2	$255K	Buy	+6,225	New	+$261K	0.01%	198

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Douglas Lane & Associates's BP Position: Q4 2019 in Review

Douglas Lane & Associates sold out of BP (BP) in Q4 2019, closing a stake of 5,805 shares — an estimated $221K sold.

Douglas Lane & Associates first reported a position in BP in Q2 2019 and held it in 2 quarters. The position peaked at $255K in Q2 2019. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

Douglas Lane & Associates reported no remaining BP position as of Q4 2019 after selling out during the quarter.
Douglas Lane & Associates sold 5,805 BP shares in Q4 2019, an estimated $221K.
Douglas Lane & Associates first reported a position in BP in Q2 2019 and held it in 2 quarters.
Douglas Lane & Associates's BP position peaked at $255K in Q2 2019.
1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on Douglas Lane & Associates's 13F filing for Q4 2019, filed 27 Jan 2020.