Laurie J. Hall Trustee’s BP BP Stock Holding History

Laurie J. Hall Trustee’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 Q4	$54K	Hold	1,434	–	–	0.02%	177
2019 Q3	$54K	Sell	1,434 -24	-2%	-$916	0.03%	170
2019 Q2	$60K	Hold	1,458	–	–	0.03%	168
2019 Q1	$63K	Sell	1,458 -511	-26%	-$20.9K	0.03%	168
2018 Q4	$81K	Sell	1,969 -29	-1%	-$1.16K	0.04%	148
2018 Q3	$88K	Sell	1,998 -29	-1%	-$1.21K	0.05%	160
2018 Q2	$87K	Sell	2,027 -26	-1%	-$1.09K	0.05%	163
2018 Q1	$77K	Sell	2,053 -31	-1%	-$1.17K	0.05%	155
2017 Q4	$80K	Sell	2,084 -32	-2%	-$1.16K	0.05%	163
2017 Q3	$73.3K	Sell	2,116 -36	-2%	-$1.14K	0.05%	136
2017 Q2	$66.1K	Sell	2,152 -36	-2%	-$1.12K	0.04%	144
2017 Q1	$66K	Sell	2,188 -39	-2%	-$1.19K	0.04%	144
2016 Q4	$72K	Buy	+2,227	New	+$67K	0.05%	139
2016 Q2	$69K	Hold	2,268	–	–	0.05%	141
2016 Q1	$61K	Hold	2,268	–	–	0.04%	143
2015 Q4	$55K	Buy	+2,268	New	+$64.5K	0.04%	138

Other funds holding BP

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

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Laurie J. Hall Trustee's BP Position: Q4 2019 in Review

Laurie J. Hall Trustee held its BP (BP) position steady in Q4 2019 at 1,434 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #177.

Laurie J. Hall Trustee first reported a position in BP in Q4 2015 and has held it in 16 quarters since. The position peaked at $88K in Q3 2018. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

Laurie J. Hall Trustee held 1,434 shares of BP worth $54K as of Q4 2019.
Laurie J. Hall Trustee left its BP share count unchanged in Q4 2019.
BP made up 0.02% of Laurie J. Hall Trustee's portfolio in Q4 2019, its #177 holding.
Laurie J. Hall Trustee first reported a position in BP in Q4 2015 and has held it in 16 quarters since.
Laurie J. Hall Trustee's BP position peaked at $88K in Q3 2018.
1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2019, filed 12 Feb 2020.