Financial Gravity Companies’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Financial Gravity Companies’s Portfolio BPT Stock Details BPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$6K	Buy	258 +83	+47%	+$1.82K	0.01%	662
2017 Q4	$4K	Buy	+175	New	+$3.54K	﹤0.01%	750

Other funds holding BPT

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Gravity Companies's BPT Position: Q1 2018 in Review

Financial Gravity Companies increased its BP Prudhoe Bay Royalty Trust (BPT) stake by 47% in Q1 2018, buying an estimated $1.82K and bringing the position to 258 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #662.

Financial Gravity Companies first reported a position in BPT in Q4 2017 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold BPT as of Q1 2018.

Financial Gravity Companies held 258 shares of BP Prudhoe Bay Royalty Trust worth $6K as of Q1 2018.
Financial Gravity Companies bought 83 BP Prudhoe Bay Royalty Trust shares in Q1 2018, an estimated $1.82K.
BP Prudhoe Bay Royalty Trust made up 0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #662 holding.
Financial Gravity Companies first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2017 and has held it in 2 quarters since.
68 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.