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Epstein & White Financial’s BP BP Stock Holding History

Epstein & White Financial’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
-4,952
Closed -$205K – 72
2019
Q2 		$205K Sell
4,952
-1,334
-21% -$56K 0.11% 79
2019
Q1 		$272K Sell
6,286
-1,301
-17% -$53.3K 0.16% 60
2018
Q4 		$281K Sell
7,587
-236
-3% -$9.42K 0.18% 54
2018
Q3 		$353K Sell
7,823
-3,960
-34% -$166K 0.23% 48
2018
Q2 		$527K Sell
11,783
-1,082
-8% -$45.5K 0.39% 40
2018
Q1 		$483K Buy
12,865
+1,239
+11% +$46.7K 0.31% 57
2017
Q4 		$479K Buy
+11,626
New +$421K 0.28% 59

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Epstein & White Financial's BP Position: Q3 2019 in Review

Epstein & White Financial sold out of BP (BP) in Q3 2019, closing a stake of 4,952 shares — an estimated $205K sold.

Epstein & White Financial first reported a position in BP in Q4 2017 and held it in 7 quarters. The position peaked at $527K in Q2 2018. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

  • Epstein & White Financial reported no remaining BP position as of Q3 2019 after selling out during the quarter.
  • Epstein & White Financial sold 4,952 BP shares in Q3 2019, an estimated $205K.
  • Epstein & White Financial first reported a position in BP in Q4 2017 and held it in 7 quarters.
  • Epstein & White Financial's BP position peaked at $527K in Q2 2018.
  • 1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on Epstein & White Financial's 13F filing for Q3 2019, filed 15 Oct 2019.