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HPC
Hobart Private Capital’s
BP
BP
Stock Holding History
Hobart Private Capital’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
Q3
–
Sell
-21,876
Closed
-$510K
–
139
2020
Q2
$510K
Sell
21,876
-23,660
-52%
-$568K
0.29%
85
2020
Q1
$1.11M
Sell
45,536
-959
-2%
-$31K
0.76%
34
2019
Q4
$1.75M
Buy
46,495
+1,968
+4%
+$74.7K
1.07%
25
2019
Q3
$1.69M
Buy
44,527
+4,907
+12%
+$187K
1.15%
20
2019
Q2
$1.62M
Sell
39,620
-6,552
-14%
-$275K
1.13%
22
2019
Q1
$1.99M
Buy
46,172
+645
+1%
+$26.4K
1.51%
13
2018
Q4
$1.67M
Sell
45,527
-7,629
-14%
-$305K
1.43%
20
2018
Q3
$2.34M
Buy
53,156
+3,798
+8%
+$159K
1.79%
12
2018
Q2
$2.12M
Buy
49,358
+485
+1%
+$20.4K
1.73%
13
2018
Q1
$1.84M
Buy
48,873
+3,116
+7%
+$117K
1.61%
17
2017
Q4
$1.76M
Buy
+45,757
New
+$1.66M
1.57%
20
Other funds holding BP
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Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
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
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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