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Guidant Wealth Advisors’s BP BP Stock Holding History

Guidant Wealth Advisors’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
-100
Closed -$3K – 261
2018
Q4 		$3K Sell
100
-64
-39% -$2.56K ﹤0.01% 219
2018
Q3 		$7K Sell
164
-3
-2% -$125 ﹤0.01% 156
2018
Q2 		$7K Sell
167
-2
-1% -$84 ﹤0.01% 159
2018
Q1 		$6K Sell
169
-3
-2% -$113 ﹤0.01% 163
2017
Q4 		$6K Sell
172
-2
-1% -$72 ﹤0.01% 163
2017
Q3 		$6K Sell
174
-3
-2% -$95 ﹤0.01% 171
2017
Q2 		$5K Sell
177
-3
-2% -$93 ﹤0.01% 216
2017
Q1 		$5K Sell
180
-3
-2% -$91 ﹤0.01% 192
2016
Q4 		$6K Buy
+183
New +$5.51K ﹤0.01% 177

Other funds holding BP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guidant Wealth Advisors's BP Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of BP (BP) in Q1 2019, closing a stake of 100 shares — an estimated $3K sold.

Guidant Wealth Advisors first reported a position in BP in Q4 2016 and held it in 9 quarters. The position peaked at $7K in Q3 2018. 1,118 funds tracked by Wall St. Rank hold BP as of Q1 2019.

  • Guidant Wealth Advisors reported no remaining BP position as of Q1 2019 after selling out during the quarter.
  • Guidant Wealth Advisors sold 100 BP shares in Q1 2019, an estimated $3K.
  • Guidant Wealth Advisors first reported a position in BP in Q4 2016 and held it in 9 quarters.
  • Guidant Wealth Advisors's BP position peaked at $7K in Q3 2018.
  • 1,118 funds tracked by Wall St. Rank held BP as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.