IWM
BPT

IHT Wealth Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

IHT Wealth Management’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-118
Closed -$3K – 1689
2017
Q4 		$3K Hold
118
– – ﹤0.01% 1416
2017
Q3 		$3K Hold
118
– – ﹤0.01% 1146
2017
Q2 		$166 Buy
+118
New +$2.39K 0.08% 261

Other funds holding BPT

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IHT Wealth Management's BPT Position: Q1 2018 in Review

IHT Wealth Management sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2018, closing a stake of 118 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in BPT in Q2 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2017. 68 funds tracked by Wall St. Rank hold BPT as of Q1 2018.

  • IHT Wealth Management reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 118 BP Prudhoe Bay Royalty Trust shares in Q1 2018, an estimated $3K.
  • IHT Wealth Management first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2017 and held it in 3 quarters.
  • IHT Wealth Management's BP Prudhoe Bay Royalty Trust position peaked at $3K in Q4 2017.
  • 68 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.