EWM
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Executive Wealth Management’s BP BP Stock Holding History

Executive 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
-3,411
Closed -$140K – 213
2019
Q2 		$140K Sell
3,411
-356
-9% -$14.9K 0.02% 189
2019
Q1 		$162K Buy
3,767
+2,059
+121% +$84.4K 0.03% 162
2018
Q4 		$63K Buy
+1,708
New +$68.2K 0.01% 249

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

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

Executive Wealth Management sold out of BP (BP) in Q3 2019, closing a stake of 3,411 shares — an estimated $140K sold.

Executive Wealth Management first reported a position in BP in Q4 2018 and held it in 3 quarters. The position peaked at $162K in Q1 2019. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

  • Executive Wealth Management reported no remaining BP position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 3,411 BP shares in Q3 2019, an estimated $140K.
  • Executive Wealth Management first reported a position in BP in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's BP position peaked at $162K in Q1 2019.
  • 1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.