River Wealth Advisors’s BP BP Stock Holding History

River Wealth 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 Q1	–	Sell	-310	Closed	-$12K	–	188
2018 Q4	$12K	Sell	310 -149	-32%	-$5.95K	0.01%	395
2018 Q3	$20K	Sell	459 -6	-1%	-$251	0.01%	373
2018 Q2	$20K	Buy	+465	New	+$19.5K	0.01%	352

Other funds holding BP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

River Wealth Advisors's BP Position: Q1 2019 in Review

River Wealth Advisors sold out of BP (BP) in Q1 2019, closing a stake of 310 shares — an estimated $12K sold.

River Wealth Advisors first reported a position in BP in Q2 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 1,118 funds tracked by Wall St. Rank hold BP as of Q1 2019.

River Wealth Advisors reported no remaining BP position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 310 BP shares in Q1 2019, an estimated $12K.
River Wealth Advisors first reported a position in BP in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's BP position peaked at $20K in Q3 2018.
1,118 funds tracked by Wall St. Rank held BP as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.