PCIA
BPT

Prime Capital Investment Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Prime Capital Investment 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
2019
Q1 		– Sell
-270
Closed -$6K – 321
2018
Q4 		$6K Buy
+270
New +$7.76K ﹤0.01% 301

Other funds holding BPT

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
CoreCommodity Management Stamford, Connecticut $538M AUM 71.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prime Capital Investment Advisors's BPT Position: Q1 2019 in Review

Prime Capital Investment Advisors sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2019, closing a stake of 270 shares — an estimated $6K sold.

Prime Capital Investment Advisors first reported a position in BPT in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 77 funds tracked by Wall St. Rank hold BPT as of Q1 2019.

  • Prime Capital Investment Advisors reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2019 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 270 BP Prudhoe Bay Royalty Trust shares in Q1 2019, an estimated $6K.
  • Prime Capital Investment Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2018 and held it in 1 quarter.
  • Prime Capital Investment Advisors's BP Prudhoe Bay Royalty Trust position peaked at $6K in Q4 2018.
  • 77 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2019.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.