GBBWRPM
BP icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s BP BP Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-3,313
Closed -$142K – 124
2018
Q2 		$142K Sell
3,313
-499
-13% -$21K 0.05% 97
2018
Q1 		$144K Buy
3,812
+176
+5% +$6.63K 0.05% 95
2017
Q4 		$143K Buy
3,636
+2,757
+314% +$99.9K 0.37% 55
2017
Q3 		$30K Sell
879
-15
-2% -$477 0.01% 185
2017
Q2 		$27K Sell
894
-15
-2% -$467 0.01% 185
2017
Q1 		$28K Sell
909
-942
-51% -$28.6K 0.01% 197
2016
Q4 		$60K Buy
1,851
+909
+96% +$27.4K 0.02% 152
2016
Q3 		$27K Sell
942
-138
-13% -$4K 0.01% 206
2016
Q2 		$32K Buy
1,080
+2
+0.2% +$54 0.01% 177
2016
Q1 		$27K Buy
1,078
+2
+0.2% +$50 0.01% 178
2015
Q4 		$28K Buy
+1,076
New +$30.6K 0.01% 166

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's BP Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of BP (BP) in Q3 2018, closing a stake of 3,313 shares — an estimated $142K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BP in Q4 2015 and held it in 11 quarters. The position peaked at $144K in Q1 2018. 1,061 funds tracked by Wall St. Rank hold BP as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining BP position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 3,313 BP shares in Q3 2018, an estimated $142K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BP in Q4 2015 and held it in 11 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's BP position peaked at $144K in Q1 2018.
  • 1,061 funds tracked by Wall St. Rank held BP as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.