RIA
BPT

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

Realta 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
2020
Q1 		– Sell
-200
Closed -$1K – 433
2019
Q4 		$1K Hold
200
– – ﹤0.01% 1522
2019
Q3 		$2K Sell
200
-930
-82% -$9.61K ﹤0.01% 1485
2019
Q2 		$17K Buy
1,130
+930
+465% +$18.3K ﹤0.01% 986
2019
Q1 		$5K Buy
+200
New +$5.03K ﹤0.01% 1063

Other funds holding BPT

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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's BPT Position: Q1 2020 in Review

Realta Investment Advisors sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2020, closing a stake of 200 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in BPT in Q1 2019 and held it in 4 quarters. The position peaked at $17K in Q2 2019. 51 funds tracked by Wall St. Rank hold BPT as of Q1 2020.

  • Realta Investment Advisors reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 200 BP Prudhoe Bay Royalty Trust shares in Q1 2020, an estimated $1K.
  • Realta Investment Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's BP Prudhoe Bay Royalty Trust position peaked at $17K in Q2 2019.
  • 51 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.