PMFA
BPT

Plante Moran Financial Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Plante Moran Financial Advisors’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed – – 958
2021
Q1 		$0 Buy
+50
New +$188 ﹤0.01% 1003

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IWP
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Mariner
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Citadel Advisors
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VF
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Lido Advisors
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Plante Moran Financial Advisors's BPT Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q2 2021, closing a stake of 50 shares.

Plante Moran Financial Advisors first reported a position in BPT in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 46 funds tracked by Wall St. Rank hold BPT as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining BP Prudhoe Bay Royalty Trust position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 50 BP Prudhoe Bay Royalty Trust shares in Q2 2021.
  • Plante Moran Financial Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's BP Prudhoe Bay Royalty Trust position peaked at $0 in Q1 2021.
  • 46 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.