Northstar Wealth Partners’s BP BP Stock Holding History

Northstar 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
2017 Q3	–	Sell	-7,681	Closed	-$233K	–	127
2017 Q2	$233K	Sell	7,681 -128	-2%	-$3.98K	0.21%	116
2017 Q1	$236K	Buy	+7,809	New	+$237K	0.22%	115

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northstar Wealth Partners's BP Position: Q3 2017 in Review

Northstar Wealth Partners sold out of BP (BP) in Q3 2017, closing a stake of 7,681 shares — an estimated $233K sold.

Northstar Wealth Partners first reported a position in BP in Q1 2017 and held it in 2 quarters. The position peaked at $236K in Q1 2017. 894 funds tracked by Wall St. Rank hold BP as of Q3 2017.

Northstar Wealth Partners reported no remaining BP position as of Q3 2017 after selling out during the quarter.
Northstar Wealth Partners sold 7,681 BP shares in Q3 2017, an estimated $233K.
Northstar Wealth Partners first reported a position in BP in Q1 2017 and held it in 2 quarters.
Northstar Wealth Partners's BP position peaked at $236K in Q1 2017.
894 funds tracked by Wall St. Rank held BP as of Q3 2017.

Based on Northstar Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.