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Paradigm Financial Advisors’s BP BP Stock Holding History

Paradigm Financial Advisors’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
Q3 		– Sell
-5,344
Closed -$219K – 127
2019
Q2 		$219K Buy
5,344
+6
+0.1% +$252 0.08% 115
2019
Q1 		$229K Buy
+5,338
New +$219K 0.09% 109
2018
Q4 		– Sell
-9,111
Closed -$401K – 130
2018
Q3 		$401K Buy
9,111
+3,543
+64% +$148K 0.16% 83
2018
Q2 		$239K Sell
5,568
-67
-1% -$2.81K 0.1% 101
2018
Q1 		$212K Sell
5,635
-80
-1% -$3.01K 0.09% 110
2017
Q4 		$219K Sell
5,715
-79
-1% -$2.86K 0.1% 101
2017
Q3 		$200K Buy
+5,794
New +$184K 0.1% 105
2017
Q2 		– Sell
-7,149
Closed -$215K – 107
2017
Q1 		$215K Sell
7,149
-449
-6% -$13.6K 0.11% 97
2016
Q4 		$243K Sell
7,598
-131
-2% -$3.94K 0.13% 90
2016
Q3 		$2.28M Buy
7,729
+7
+0.1% +$203 1.37% 28
2016
Q2 		$230K Buy
+7,722
New +$208K 0.14% 83
2015
Q4 		– Sell
-9,044
Closed -$232K – 84
2015
Q3 		$232K Buy
9,044
+2,649
+41% +$77.6K 0.15% 84
2015
Q2 		$215K Sell
6,395
-317
-5% -$11.1K 0.16% 81
2015
Q1 		$217K Buy
6,712
+245
+4% +$8.02K 0.17% 80
2014
Q4 		$204K Sell
6,467
-85
-1% -$2.86K 0.17% 77
2014
Q3 		$235K Buy
6,552
+8
+0.1% +$317 0.2% 75
2014
Q2 		$282K Buy
6,544
+611
+10% +$25.2K 0.24% 70
2014
Q1 		$233K Sell
5,933
-521
-8% -$20.5K 0.21% 70
2013
Q4 		$257K Buy
+6,454
New +$240K 0.25% 68

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Paradigm Financial Advisors's BP Position: Q3 2019 in Review

Paradigm Financial Advisors sold out of BP (BP) in Q3 2019, closing a stake of 5,344 shares — an estimated $219K sold.

Paradigm Financial Advisors first reported a position in BP in Q4 2013 and held it in 19 quarters. The position peaked at $2.28M in Q3 2016. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

  • Paradigm Financial Advisors reported no remaining BP position as of Q3 2019 after selling out during the quarter.
  • Paradigm Financial Advisors sold 5,344 BP shares in Q3 2019, an estimated $219K.
  • Paradigm Financial Advisors first reported a position in BP in Q4 2013 and held it in 19 quarters.
  • Paradigm Financial Advisors's BP position peaked at $2.28M in Q3 2016.
  • 1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on Paradigm Financial Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.