JOYN Advisors’s BP BP Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-367	Closed	-$13K	–	284
2018 Q4	$13K	Sell	367 -6	-2%	-$240	﹤0.01%	842
2018 Q3	$16K	Sell	373 -5	-1%	-$209	﹤0.01%	762
2018 Q2	$16K	Buy	378 +361	+2,124%	+$15.2K	﹤0.01%	746
2018 Q1	$1K	Buy	+17	New	+$640	﹤0.01%	1152

Other funds holding BP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JOYN Advisors's BP Position: Q1 2019 in Review

JOYN Advisors sold out of BP (BP) in Q1 2019, closing a stake of 367 shares — an estimated $13K sold.

JOYN Advisors first reported a position in BP in Q1 2018 and held it in 4 quarters. The position peaked at $16K in Q3 2018. 1,118 funds tracked by Wall St. Rank hold BP as of Q1 2019.

JOYN Advisors reported no remaining BP position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 367 BP shares in Q1 2019, an estimated $13K.
JOYN Advisors first reported a position in BP in Q1 2018 and held it in 4 quarters.
JOYN Advisors's BP position peaked at $16K in Q3 2018.
1,118 funds tracked by Wall St. Rank held BP as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.