HCR Wealth Advisors’s BP BP Stock Holding History

HCR 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 Q4	–	Sell	-21,897	Closed	-$832K	–	241
2019 Q3	$832K	Sell	21,897 -3,053	-12%	-$116K	0.28%	68
2019 Q2	$1.02M	Sell	24,950 -1,034	-4%	-$43.4K	0.29%	65
2019 Q1	$1.11M	Buy	25,984 +1,597	+7%	+$65.5K	0.32%	64
2018 Q4	$896K	Buy	24,387 +93	+0.4%	+$3.71K	0.29%	73
2018 Q3	$984K	Sell	24,294 -348	-1%	-$14.6K	0.32%	72
2018 Q2	$1.06M	Buy	24,642 +595	+2%	+$25K	0.35%	73
2018 Q1	$906K	Sell	24,047 -392	-2%	-$14.8K	0.31%	80
2017 Q4	$940K	Sell	24,439 -366	-1%	-$13.3K	0.33%	68
2017 Q3	$860K	Buy	+24,805	New	+$788K	0.36%	70
2017 Q2	–	Sell	-26,266	Closed	-$791K	–	153
2017 Q1	$791K	Sell	26,266 -467	-2%	-$14.2K	0.41%	61
2016 Q4	$856K	Buy	+26,733	New	+$804K	0.45%	52

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HCR Wealth Advisors's BP Position: Q4 2019 in Review

HCR Wealth Advisors sold out of BP (BP) in Q4 2019, closing a stake of 21,897 shares — an estimated $832K sold.

HCR Wealth Advisors first reported a position in BP in Q4 2016 and held it in 11 quarters. The position peaked at $1.11M in Q1 2019. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

HCR Wealth Advisors reported no remaining BP position as of Q4 2019 after selling out during the quarter.
HCR Wealth Advisors sold 21,897 BP shares in Q4 2019, an estimated $832K.
HCR Wealth Advisors first reported a position in BP in Q4 2016 and held it in 11 quarters.
HCR Wealth Advisors's BP position peaked at $1.11M in Q1 2019.
1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on HCR Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.