Heron Financial Group’s BP BP Stock Holding History

Heron Financial Group’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
2020 Q1	–	Sell	-5,793	Closed	-$212K	–	115
2019 Q4	$212K	Buy	+5,793	New	+$220K	0.18%	122

Other funds holding BP

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Heron Financial Group's BP Position: Q1 2020 in Review

Heron Financial Group sold out of BP (BP) in Q1 2020, closing a stake of 5,793 shares — an estimated $212K sold.

Heron Financial Group first reported a position in BP in Q4 2019 and held it in 1 quarter. The position peaked at $212K in Q4 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

Heron Financial Group reported no remaining BP position as of Q1 2020 after selling out during the quarter.
Heron Financial Group sold 5,793 BP shares in Q1 2020, an estimated $212K.
Heron Financial Group first reported a position in BP in Q4 2019 and held it in 1 quarter.
Heron Financial Group's BP position peaked at $212K in Q4 2019.
1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Heron Financial Group's 13F filing for Q1 2020, filed 23 Apr 2020.