Pinnacle Advisory Group’s BP BP Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$260K	Buy	+10,670	New	+$257K	0.01%	217
2018 Q3	–	Sell	-5,021	Closed	-$216K	–	161
2018 Q2	$216K	Sell	5,021 -5,794	-54%	-$243K	0.01%	132
2018 Q1	$407K	Buy	10,815 +4,882	+82%	+$184K	0.02%	136
2017 Q4	$228K	Sell	5,933 -89	-1%	-$3.22K	0.01%	187
2017 Q3	$209K	Buy	+6,022	New	+$191K	0.01%	179
2015 Q2	–	Sell	-6,267	Closed	-$203K	–	116
2015 Q1	$203K	Buy	+6,267	New	+$205K	0.02%	132
2014 Q4	–	Sell	-6,344	Closed	-$228K	–	152
2014 Q3	$228K	Buy	+6,344	New	+$251K	0.03%	110
2014 Q2	–	Sell	-10,822	Closed	-$425K	–	124
2014 Q1	$425K	Buy	10,822 +3,484	+47%	+$137K	0.04%	67
2013 Q4	$291K	Sell	7,338 -193	-3%	-$7.19K	0.03%	66
2013 Q3	$258K	Buy	7,531 +584	+8%	+$20K	0.03%	79
2013 Q2	$237K	Buy	+6,947	New	+$242K	0.03%	73

Other funds holding BP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pinnacle Advisory Group's BP Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in BP (BP) in Q1 2021: 10,670 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in BP as recently as Q2 2018.

Pinnacle Advisory Group first reported a position in BP in Q2 2013 and has held it in 11 quarters since. The position peaked at $425K in Q1 2014. 921 funds tracked by Wall St. Rank hold BP as of Q1 2021.

Pinnacle Advisory Group held 10,670 shares of BP worth $260K as of Q1 2021.
BP was a new Pinnacle Advisory Group position in Q1 2021.
BP made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #217 holding.
Pinnacle Advisory Group first reported a position in BP in Q2 2013 and has held it in 11 quarters since.
Pinnacle Advisory Group's BP position peaked at $425K in Q1 2014.
921 funds tracked by Wall St. Rank held BP as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.