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Howard Financial Services’s BP BP Stock Holding History

Howard Financial Services’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
-19,947
Closed -$753K – 107
2019
Q4 		$753K Hold
19,947
– – 0.46% 38
2019
Q3 		$758K Sell
19,947
-323
-2% -$12.3K 0.5% 39
2019
Q2 		$831K Hold
20,270
– – 0.57% 37
2019
Q1 		$872K Sell
20,270
-586
-3% -$24K 0.62% 36
2018
Q4 		$767K Buy
+20,856
New +$833K 0.59% 36

Other funds holding BP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Howard Financial Services's BP Position: Q1 2020 in Review

Howard Financial Services sold out of BP (BP) in Q1 2020, closing a stake of 19,947 shares — an estimated $753K sold.

Howard Financial Services first reported a position in BP in Q4 2018 and held it in 5 quarters. The position peaked at $872K in Q1 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

  • Howard Financial Services reported no remaining BP position as of Q1 2020 after selling out during the quarter.
  • Howard Financial Services sold 19,947 BP shares in Q1 2020, an estimated $753K.
  • Howard Financial Services first reported a position in BP in Q4 2018 and held it in 5 quarters.
  • Howard Financial Services's BP position peaked at $872K in Q1 2019.
  • 1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Howard Financial Services's 13F filing for Q1 2020, filed 5 May 2020.