MPWT
BPT

MassMutual Private Wealth & Trust’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

MassMutual Private Wealth & Trust’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
2019
Q4 		– Sell
-300
Closed -$3K – 788
2019
Q3 		$3K Buy
+300
New +$3.1K ﹤0.01% 723

Other funds holding BPT

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's BPT Position: Q4 2019 in Review

MassMutual Private Wealth & Trust sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q4 2019, closing a stake of 300 shares — an estimated $3K sold.

MassMutual Private Wealth & Trust first reported a position in BPT in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 53 funds tracked by Wall St. Rank hold BPT as of Q4 2019.

  • MassMutual Private Wealth & Trust reported no remaining BP Prudhoe Bay Royalty Trust position as of Q4 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 300 BP Prudhoe Bay Royalty Trust shares in Q4 2019, an estimated $3K.
  • MassMutual Private Wealth & Trust first reported a position in BP Prudhoe Bay Royalty Trust in Q3 2019 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's BP Prudhoe Bay Royalty Trust position peaked at $3K in Q3 2019.
  • 53 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q4 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2019, filed 15 May 2020.