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

Kiley Juergens 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 Q4	–	Sell	-1,000	Closed	-$34K	–	115
2018 Q3	$34K	Hold	1,000	–	–	0.03%	285
2018 Q2	$29K	Buy	+1,000	New	+$25.8K	0.03%	271
2018 Q1	–	Sell	-1,000	Closed	-$20K	–	150
2017 Q4	$20K	Buy	+1,000	New	+$20.3K	0.02%	344

Other funds holding BPT

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

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

Kiley Juergens Wealth Management's BPT Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q4 2018, closing a stake of 1,000 shares — an estimated $34K sold.

Kiley Juergens Wealth Management first reported a position in BPT in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q3 2018. 78 funds tracked by Wall St. Rank hold BPT as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining BP Prudhoe Bay Royalty Trust position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,000 BP Prudhoe Bay Royalty Trust shares in Q4 2018, an estimated $34K.
Kiley Juergens Wealth Management first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's BP Prudhoe Bay Royalty Trust position peaked at $34K in Q3 2018.
78 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.