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MYCIO Wealth Partners’s BP BP Stock Holding History

MYCIO Wealth Partners’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
-13,894
Closed -$524K – 73
2019
Q4 		$524K Buy
13,894
+518
+4% +$19.7K 0.03% 191
2019
Q3 		$508K Sell
13,376
-2,960
-18% -$113K 0.04% 178
2019
Q2 		$670K Buy
16,336
+138
+0.9% +$5.79K 0.05% 144
2019
Q1 		$696K Sell
16,198
-326
-2% -$13.4K 0.06% 134
2018
Q4 		$607K Buy
16,524
+1
+0% +$40 0.06% 137
2018
Q3 		$727K Buy
16,523
+574
+4% +$24K 0.07% 121
2018
Q2 		$685K Buy
15,949
+960
+6% +$40.3K 0.07% 122
2018
Q1 		$565K Sell
14,989
-196
-1% -$7.38K 0.06% 123
2017
Q4 		$584K Sell
15,185
-421
-3% -$15.3K 0.06% 124
2017
Q3 		$541K Sell
15,606
-914
-6% -$29K 0.06% 128
2017
Q2 		$507K Buy
16,520
+103
+0.6% +$3.2K 0.06% 125
2017
Q1 		$494K Sell
16,417
-7,849
-32% -$239K 0.06% 134
2016
Q4 		$777K Sell
24,266
-610
-2% -$18.4K 0.1% 88
2016
Q3 		$736K Sell
24,876
-3,868
-13% -$112K 0.12% 78
2016
Q2 		$859K Buy
28,744
+1,902
+7% +$51.2K 0.15% 66
2016
Q1 		$682K Sell
26,842
-1,185
-4% -$29.9K 0.12% 76
2015
Q4 		$737K Buy
28,027
+2,006
+8% +$57.1K 0.13% 69
2015
Q3 		$669K Buy
26,021
+54
+0.2% +$1.58K 0.14% 65
2015
Q2 		$873K Sell
25,967
-125
-0.5% -$4.38K 0.17% 57
2015
Q1 		$847K Buy
26,092
+4,542
+21% +$149K 0.17% 59
2014
Q4 		$682K Sell
21,550
-1,232
-5% -$41.4K 0.14% 63
2014
Q3 		$819K Buy
22,782
+271
+1% +$10.7K 0.19% 53
2014
Q2 		$971K Hold
22,511
– – 0.22% 48
2014
Q1 		$886K Buy
22,511
+612
+3% +$24.1K 0.22% 50
2013
Q4 		$871K Hold
21,899
– – 0.22% 49
2013
Q3 		$753K Buy
21,899
+3,667
+20% +$126K 0.2% 52
2013
Q2 		$622K Buy
+18,232
New +$635K 0.17% 54

Other funds holding BP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MYCIO Wealth Partners's BP Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of BP (BP) in Q1 2020, closing a stake of 13,894 shares — an estimated $524K sold.

MYCIO Wealth Partners first reported a position in BP in Q2 2013 and held it in 27 quarters. The position peaked at $971K in Q2 2014. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining BP position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 13,894 BP shares in Q1 2020, an estimated $524K.
  • MYCIO Wealth Partners first reported a position in BP in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's BP position peaked at $971K in Q2 2014.
  • 1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.