First Heartland Consultants’s BP BP Stock Holding History

First Heartland Consultants’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	-8,960	Closed	-$329K	–	275
2018 Q4	$329K	Buy	+8,960	New	+$358K	0.12%	165
2018 Q1	–	Sell	-8,212	Closed	-$316K	–	263
2017 Q4	$316K	Buy	+8,212	New	+$297K	0.1%	207
2017 Q3	–	Sell	-14,204	Closed	-$436K	–	337
2017 Q2	$436K	Buy	14,204 +17	+0.1%	+$529	0.11%	218
2017 Q1	$427K	Buy	+14,187	New	+$431K	0.12%	204
2016 Q4	–	Sell	-9,191	Closed	-$272K	–	327
2016 Q3	$272K	Buy	+9,191	New	+$267K	0.08%	258

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

First Heartland Consultants's BP Position: Q1 2019 in Review

First Heartland Consultants sold out of BP (BP) in Q1 2019, closing a stake of 8,960 shares — an estimated $329K sold.

First Heartland Consultants first reported a position in BP in Q3 2016 and held it in 5 quarters. The position peaked at $436K in Q2 2017. 1,118 funds tracked by Wall St. Rank hold BP as of Q1 2019.

First Heartland Consultants reported no remaining BP position as of Q1 2019 after selling out during the quarter.
First Heartland Consultants sold 8,960 BP shares in Q1 2019, an estimated $329K.
First Heartland Consultants first reported a position in BP in Q3 2016 and held it in 5 quarters.
First Heartland Consultants's BP position peaked at $436K in Q2 2017.
1,118 funds tracked by Wall St. Rank held BP as of Q1 2019.

Based on First Heartland Consultants's 13F filing for Q1 2019, filed 15 May 2019.