MBE Wealth Management’s BP BP Stock Holding History

MBE Wealth Management’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
2020 Q2	–	Sell	-319	Closed	-$7K	–	105
2020 Q1	$7K	Buy	+319	New	+$10.3K	0.01%	325

Other funds holding BP

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

MBE Wealth Management's BP Position: Q2 2020 in Review

MBE Wealth Management sold out of BP (BP) in Q2 2020, closing a stake of 319 shares — an estimated $7K sold.

MBE Wealth Management first reported a position in BP in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 942 funds tracked by Wall St. Rank hold BP as of Q2 2020.

MBE Wealth Management reported no remaining BP position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 319 BP shares in Q2 2020, an estimated $7K.
MBE Wealth Management first reported a position in BP in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's BP position peaked at $7K in Q1 2020.
942 funds tracked by Wall St. Rank held BP as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.