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MassMutual Private Wealth & Trust’s BP BP Stock Holding History

MassMutual Private Wealth & Trust’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
2017
Q4 		– Sell
-3,546
Closed -$123K – 920
2017
Q3 		$123K Buy
3,546
+1,568
+79% +$49.8K 0.01% 402
2017
Q2 		$60.8K Sell
1,978
-286
-13% -$8.9K 0.01% 448
2017
Q1 		$68.1K Buy
2,264
+392
+21% +$11.9K 0.01% 428
2016
Q4 		$60K Buy
+1,872
New +$56.3K 0.01% 338
2016
Q2 		$1.95K Sell
65
-339
-84% -$9.13K ﹤0.01% 626
2016
Q1 		$10.3K Buy
404
+265
+191% +$6.68K ﹤0.01% 529
2015
Q4 		$3.66K Sell
139
-21,080
-99% -$600K ﹤0.01% 608
2015
Q3 		$785K Sell
21,219
-2,833
-12% -$83K 0.17% 139
2015
Q2 		$1.07M Buy
24,052
+23,675
+6,280% +$829K 0.24% 108
2015
Q1 		$12.2K Sell
377
-1,257
-77% -$41.1K ﹤0.01% 472
2014
Q4 		$51.7K Sell
1,634
-20,193
-93% -$679K 0.02% 255
2014
Q3 		$785K Sell
21,827
-2,755
-11% -$109K 0.16% 139
2014
Q2 		$1.06M Buy
24,582
+10,293
+72% +$425K 0.42% 62
2014
Q1 		$562K Buy
14,289
+8,814
+161% +$348K 0.33% 85
2013
Q4 		$218K Buy
+5,475
New +$204K 0.2% 102

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's BP Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of BP (BP) in Q4 2017, closing a stake of 3,546 shares — an estimated $123K sold.

MassMutual Private Wealth & Trust first reported a position in BP in Q4 2013 and held it in 15 quarters. The position peaked at $1.07M in Q2 2015. 1,002 funds tracked by Wall St. Rank hold BP as of Q4 2017.

  • MassMutual Private Wealth & Trust reported no remaining BP position as of Q4 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 3,546 BP shares in Q4 2017, an estimated $123K.
  • MassMutual Private Wealth & Trust first reported a position in BP in Q4 2013 and held it in 15 quarters.
  • MassMutual Private Wealth & Trust's BP position peaked at $1.07M in Q2 2015.
  • 1,002 funds tracked by Wall St. Rank held BP as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.