McDaniel Terry & Co’s BP BP Stock Holding History

McDaniel Terry & Co’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 Q1	–	Sell	-5,300	Closed	-$200K	–	75
2019 Q4	$200K	Hold	5,300	–	–	0.03%	79
2019 Q3	$201K	Buy	+5,300	New	+$202K	0.03%	79

Other funds holding BP

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

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

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

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

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

McDaniel Terry & Co's BP Position: Q1 2020 in Review

McDaniel Terry & Co sold out of BP (BP) in Q1 2020, closing a stake of 5,300 shares — an estimated $200K sold.

McDaniel Terry & Co first reported a position in BP in Q3 2019 and held it in 2 quarters. The position peaked at $201K in Q3 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

McDaniel Terry & Co reported no remaining BP position as of Q1 2020 after selling out during the quarter.
McDaniel Terry & Co sold 5,300 BP shares in Q1 2020, an estimated $200K.
McDaniel Terry & Co first reported a position in BP in Q3 2019 and held it in 2 quarters.
McDaniel Terry & Co's BP position peaked at $201K in Q3 2019.
1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on McDaniel Terry & Co's 13F filing for Q1 2020, filed 8 May 2020.