ERTS Wealth Advisors’s BP BP Stock Holding History

ERTS Wealth Advisors’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 Q1	–	Sell	-109	Closed	-$4K	–	119
2018 Q4	$4K	Buy	+109	New	+$4.35K	﹤0.01%	277

Other funds holding BP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ERTS Wealth Advisors's BP Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of BP (BP) in Q1 2019, closing a stake of 109 shares — an estimated $4K sold.

ERTS Wealth Advisors first reported a position in BP in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 1,118 funds tracked by Wall St. Rank hold BP as of Q1 2019.

ERTS Wealth Advisors reported no remaining BP position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 109 BP shares in Q1 2019, an estimated $4K.
ERTS Wealth Advisors first reported a position in BP in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's BP position peaked at $4K in Q4 2018.
1,118 funds tracked by Wall St. Rank held BP as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.