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Longer Investments’s BP BP Stock Holding History

Longer Investments’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 		$2.05M Sell
47,711
-1,066
-2% -$43.7K 2.42% 20
2018
Q4 		$1.79M Sell
48,777
-6,623
-12% -$264K 2.09% 20
2018
Q3 		$2.44M Buy
+55,400
New +$2.32M 2.35% 21
2018
Q1 		– Sell
-56,840
Closed -$2.19M – 36
2017
Q4 		$2.19M Buy
+56,840
New +$2.06M 1.83% 25

Other funds holding BP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longer Investments's BP Position: Q1 2019 in Review

Longer Investments reduced its BP (BP) stake by 2.2% in Q1 2019, selling an estimated $43.7K and leaving 47,711 shares worth $2.05M. The position accounts for 2.42% of the portfolio, ranked #20.

Longer Investments first reported a position in BP in Q4 2017 and has held it in 4 quarters since. The position peaked at $2.44M in Q3 2018. 1,118 funds tracked by Wall St. Rank hold BP as of Q1 2019.

  • Longer Investments held 47,711 shares of BP worth $2.05M as of Q1 2019.
  • Longer Investments sold 1,066 BP shares in Q1 2019, an estimated $43.7K.
  • BP made up 2.42% of Longer Investments's portfolio in Q1 2019, its #20 holding.
  • Longer Investments first reported a position in BP in Q4 2017 and has held it in 4 quarters since.
  • Longer Investments's BP position peaked at $2.44M in Q3 2018.
  • 1,118 funds tracked by Wall St. Rank held BP as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.