Doyle Wealth Management’s BP BP Stock Holding History

Doyle 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 Q3	–	Sell	-7,336	Closed	-$301K	–	268
2019 Q2	$301K	Sell	7,336 -1,105	-13%	-$46.4K	0.04%	152
2019 Q1	$344K	Buy	8,441 +796	+10%	+$32.6K	0.05%	136
2018 Q4	$281K	Buy	7,645 +1,051	+16%	+$42K	0.05%	148
2018 Q3	$290K	Buy	6,594 +1,763	+36%	+$73.7K	0.05%	152
2018 Q2	$208K	Buy	+4,831	New	+$203K	0.03%	175

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

Doyle Wealth Management's BP Position: Q3 2019 in Review

Doyle Wealth Management sold out of BP (BP) in Q3 2019, closing a stake of 7,336 shares — an estimated $301K sold.

Doyle Wealth Management first reported a position in BP in Q2 2018 and held it in 5 quarters. The position peaked at $344K in Q1 2019. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

Doyle Wealth Management reported no remaining BP position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 7,336 BP shares in Q3 2019, an estimated $301K.
Doyle Wealth Management first reported a position in BP in Q2 2018 and held it in 5 quarters.
Doyle Wealth Management's BP position peaked at $344K in Q1 2019.
1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.