RPCONE
BSM icon

Retirement Planning Company of New England’s Black Stone Minerals BSM Stock Holding History

Retirement Planning Company of New England’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,652
Closed -$17K – 302
2021
Q4 		$17K Buy
+1,652
New +$19.1K 0.01% 553

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Retirement Planning Company of New England's BSM Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Black Stone Minerals (BSM) in Q1 2022, closing a stake of 1,652 shares — an estimated $17K sold.

Retirement Planning Company of New England first reported a position in BSM in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 124 funds tracked by Wall St. Rank hold BSM as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Black Stone Minerals position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 1,652 Black Stone Minerals shares in Q1 2022, an estimated $17K.
  • Retirement Planning Company of New England first reported a position in Black Stone Minerals in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Black Stone Minerals position peaked at $17K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.