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Mountain Capital Investment Advisors’s BP BP Stock Holding History

Mountain Capital Investment Advisors’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
2021
Q2 		– Sell
-26,225
Closed -$646K – 127
2021
Q1 		$646K Buy
+26,225
New +$632K 0.32% 105
2017
Q4 		– Sell
-1,608
Closed -$56K – 89
2017
Q3 		$56K Sell
1,608
-253
-14% -$8.04K 0.05% 109
2017
Q2 		$57K Buy
+1,861
New +$57.9K 0.06% 119

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mountain Capital Investment Advisors's BP Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of BP (BP) in Q2 2021, closing a stake of 26,225 shares — an estimated $646K sold.

Mountain Capital Investment Advisors first reported a position in BP in Q2 2017 and held it in 3 quarters. The position peaked at $646K in Q1 2021. 980 funds tracked by Wall St. Rank hold BP as of Q2 2021.

  • Mountain Capital Investment Advisors reported no remaining BP position as of Q2 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 26,225 BP shares in Q2 2021, an estimated $646K.
  • Mountain Capital Investment Advisors first reported a position in BP in Q2 2017 and held it in 3 quarters.
  • Mountain Capital Investment Advisors's BP position peaked at $646K in Q1 2021.
  • 980 funds tracked by Wall St. Rank held BP as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.