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McKinley Carter Wealth Services’s BP BP Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-1,184
Closed -$45K – 189
2018
Q1 		$45K Buy
+1,184
New +$44.6K 0.01% 270

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McKinley Carter Wealth Services's BP Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of BP (BP) in Q2 2018, closing a stake of 1,184 shares — an estimated $45K sold.

McKinley Carter Wealth Services first reported a position in BP in Q1 2018 and held it in 1 quarter. The position peaked at $45K in Q1 2018. 1,039 funds tracked by Wall St. Rank hold BP as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining BP position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,184 BP shares in Q2 2018, an estimated $45K.
  • McKinley Carter Wealth Services first reported a position in BP in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's BP position peaked at $45K in Q1 2018.
  • 1,039 funds tracked by Wall St. Rank held BP as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.