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Northeast Financial Consultants’s BP BP Stock Holding History

Northeast Financial Consultants’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
-121,439
Closed -$2.96M – 293
2020
Q1 		$2.96M Buy
121,439
+1,612
+1% +$52.1K 0.34% 55
2019
Q4 		$4.52M Sell
119,827
-10,000
-8% -$380K 0.4% 51
2019
Q3 		$4.93M Sell
129,827
-2,189
-2% -$83.5K 0.5% 45
2019
Q2 		$5.41M Hold
132,016
– – 0.56% 39
2019
Q1 		$5.68M Buy
132,016
+8,157
+7% +$334K 0.63% 33
2018
Q4 		$4.55M Buy
+123,859
New +$4.95M 0.63% 34

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northeast Financial Consultants's BP Position: Q2 2020 in Review

Northeast Financial Consultants sold out of BP (BP) in Q2 2020, closing a stake of 121,439 shares — an estimated $2.96M sold.

Northeast Financial Consultants first reported a position in BP in Q4 2018 and held it in 6 quarters. The position peaked at $5.68M in Q1 2019. 942 funds tracked by Wall St. Rank hold BP as of Q2 2020.

  • Northeast Financial Consultants reported no remaining BP position as of Q2 2020 after selling out during the quarter.
  • Northeast Financial Consultants sold 121,439 BP shares in Q2 2020, an estimated $2.96M.
  • Northeast Financial Consultants first reported a position in BP in Q4 2018 and held it in 6 quarters.
  • Northeast Financial Consultants's BP position peaked at $5.68M in Q1 2019.
  • 942 funds tracked by Wall St. Rank held BP as of Q2 2020.

Based on Northeast Financial Consultants's 13F filing for Q2 2020, filed 30 Jul 2020.