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Omnia Family Wealth’s BP BP Stock Holding History

Omnia Family Wealth’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
-290
Closed -$12K – 155
2019
Q1 		$12K Sell
290
-1
-0.3% -$41 0.01% 249
2018
Q4 		$11K Hold
291
– – 0.01% 236
2018
Q3 		$13K Sell
291
-344
-54% -$14.4K 0.01% 232
2018
Q2 		$27K Sell
635
-9
-1% -$378 0.01% 193
2018
Q1 		$24K Sell
644
-6
-0.9% -$226 0.01% 194
2017
Q4 		$25K Sell
650
-201
-24% -$7.28K 0.01% 209
2017
Q3 		$29K Sell
851
-11
-1% -$349 0.01% 183
2017
Q2 		$26K Sell
862
-10
-1% -$311 0.01% 197
2017
Q1 		$26K Sell
872
-10
-1% -$304 0.01% 194
2016
Q4 		$28K Buy
+882
New +$26.5K 0.01% 195

Other funds holding BP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Omnia Family Wealth's BP Position: Q2 2019 in Review

Omnia Family Wealth sold out of BP (BP) in Q2 2019, closing a stake of 290 shares — an estimated $12K sold.

Omnia Family Wealth first reported a position in BP in Q4 2016 and held it in 10 quarters. The position peaked at $29K in Q3 2017. 1,097 funds tracked by Wall St. Rank hold BP as of Q2 2019.

  • Omnia Family Wealth reported no remaining BP position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 290 BP shares in Q2 2019, an estimated $12K.
  • Omnia Family Wealth first reported a position in BP in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's BP position peaked at $29K in Q3 2017.
  • 1,097 funds tracked by Wall St. Rank held BP as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.