Planning Solutions Group’s BP BP Stock Holding History

Planning Solutions 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
2019 Q2	$245K	Buy	5,968 +761	+15%	+$31.9K	0.13%	119
2019 Q1	$224K	Buy	+5,207	New	+$213K	0.12%	120

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

Planning Solutions Group's BP Position: Q2 2019 in Review

Planning Solutions Group increased its BP (BP) stake by 15% in Q2 2019, buying an estimated $31.9K and bringing the position to 5,968 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #119.

Planning Solutions Group first reported a position in BP in Q1 2019 and has held it in 2 quarters since. 1,097 funds tracked by Wall St. Rank hold BP as of Q2 2019.

Planning Solutions Group held 5,968 shares of BP worth $245K as of Q2 2019.
Planning Solutions Group bought 761 BP shares in Q2 2019, an estimated $31.9K.
BP made up 0.13% of Planning Solutions Group's portfolio in Q2 2019, its #119 holding.
Planning Solutions Group first reported a position in BP in Q1 2019 and has held it in 2 quarters since.
1,097 funds tracked by Wall St. Rank held BP as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.