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IHT Wealth Management’s Credicorp BAP Stock Holding History

IHT Wealth Management’s Portfolio BAP Stock Details BAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-372
Closed -$85K – 496
2018
Q1 		$85K Hold
372
– – 0.02% 523
2017
Q4 		$82K Buy
372
+1
+0.3% +$207 0.02% 542
2017
Q3 		$76K Hold
371
– – 0.03% 406
2017
Q2 		$13 Sell
371
-57
-13% -$9.52K 0.01% 880
2017
Q1 		$70K Buy
428
+9
+2% +$1.48K 0.05% 347
2016
Q4 		$68K Buy
+419
New +$64.2K 0.05% 331

Other funds holding BAP

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

IHT Wealth Management's BAP Position: Q2 2018 in Review

IHT Wealth Management sold out of Credicorp (BAP) in Q2 2018, closing a stake of 372 shares — an estimated $85K sold.

IHT Wealth Management first reported a position in BAP in Q4 2016 and held it in 6 quarters. The position peaked at $85K in Q1 2018. 275 funds tracked by Wall St. Rank hold BAP as of Q2 2018.

  • IHT Wealth Management reported no remaining Credicorp position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 372 Credicorp shares in Q2 2018, an estimated $85K.
  • IHT Wealth Management first reported a position in Credicorp in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Credicorp position peaked at $85K in Q1 2018.
  • 275 funds tracked by Wall St. Rank held Credicorp as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.