Northwest Wealth Management’s BP BP Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-202	Closed	-$9K	–	152
2019 Q1	$9K	Sell	202 -3	-1%	-$123	0.01%	353
2018 Q4	$8K	Buy	+205	New	+$8.19K	0.01%	341

Other funds holding BP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwest Wealth Management's BP Position: Q2 2019 in Review

Northwest Wealth Management sold out of BP (BP) in Q2 2019, closing a stake of 202 shares — an estimated $9K sold.

Northwest Wealth Management first reported a position in BP in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 1,097 funds tracked by Wall St. Rank hold BP as of Q2 2019.

Northwest Wealth Management reported no remaining BP position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 202 BP shares in Q2 2019, an estimated $9K.
Northwest Wealth Management first reported a position in BP in Q4 2018 and held it in 2 quarters.
Northwest Wealth Management's BP position peaked at $9K in Q1 2019.
1,097 funds tracked by Wall St. Rank held BP as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.