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Rational Advisors’s BP BP Stock Holding History

Rational 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
Q4 		– Sell
-8,620
Closed -$327K – 538
2019
Q3 		$327K Buy
+8,620
New +$329K 0.13% 184
2018
Q2 		– Sell
-27,002
Closed -$1.02M – 514
2018
Q1 		$1.02M Sell
27,002
-16,139
-37% -$608K 0.48% 77
2017
Q4 		$1.66M Sell
43,141
-59,307
-58% -$2.15M 0.86% 19
2017
Q3 		$3.55M Sell
102,448
-1,765
-2% -$56.1K 1.9% 4
2017
Q2 		$3.2M Sell
104,213
-3,354
-3% -$104K 1.99% 1
2017
Q1 		$3.24M Buy
+107,567
New +$3.27M 2.13% 3
2013
Q4 		$2.74M Sell
68,829
-118,893
-63% -$4.43M 0.23% 144
2013
Q3 		$6.45M Buy
187,722
+2,689
+1% +$92.3K 0.49% 35
2013
Q2 		$6.32M Buy
+185,033
New +$6.44M 0.53% 31

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rational Advisors's BP Position: Q4 2019 in Review

Rational Advisors sold out of BP (BP) in Q4 2019, closing a stake of 8,620 shares — an estimated $327K sold.

Rational Advisors first reported a position in BP in Q2 2013 and held it in 9 quarters. The position peaked at $6.45M in Q3 2013. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

  • Rational Advisors reported no remaining BP position as of Q4 2019 after selling out during the quarter.
  • Rational Advisors sold 8,620 BP shares in Q4 2019, an estimated $327K.
  • Rational Advisors first reported a position in BP in Q2 2013 and held it in 9 quarters.
  • Rational Advisors's BP position peaked at $6.45M in Q3 2013.
  • 1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on Rational Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.