JFA
BPT

JNBA Financial Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-40
Closed -$1K – 550
2018
Q3 		$1K Buy
+40
New +$1.2K ﹤0.01% 459

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CFMC
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Bank of America
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JNBA Financial Advisors's BPT Position: Q4 2018 in Review

JNBA Financial Advisors sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q4 2018, closing a stake of 40 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in BPT in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 78 funds tracked by Wall St. Rank hold BPT as of Q4 2018.

  • JNBA Financial Advisors reported no remaining BP Prudhoe Bay Royalty Trust position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 40 BP Prudhoe Bay Royalty Trust shares in Q4 2018, an estimated $1K.
  • JNBA Financial Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's BP Prudhoe Bay Royalty Trust position peaked at $1K in Q3 2018.
  • 78 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.