GRP
BPT

Global Retirement Partners’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Global Retirement Partners’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
2017
Q1 		– Sell
-100
Closed -$2K – 1094
2016
Q4 		$2K Buy
+100
New +$2.2K ﹤0.01% 945

Other funds holding BPT

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Retirement Partners's BPT Position: Q1 2017 in Review

Global Retirement Partners sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2017, closing a stake of 100 shares — an estimated $2K sold.

Global Retirement Partners first reported a position in BPT in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 69 funds tracked by Wall St. Rank hold BPT as of Q1 2017.

  • Global Retirement Partners reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2017 after selling out during the quarter.
  • Global Retirement Partners sold 100 BP Prudhoe Bay Royalty Trust shares in Q1 2017, an estimated $2K.
  • Global Retirement Partners first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2016 and held it in 1 quarter.
  • Global Retirement Partners's BP Prudhoe Bay Royalty Trust position peaked at $2K in Q4 2016.
  • 69 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2017.

Based on Global Retirement Partners's 13F filing for Q1 2017, filed 10 Aug 2018.