Samalin Investment Counsel’s BP BP Stock Holding History

Samalin Investment Counsel’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
2020 Q1	–	Sell	-6,186	Closed	-$233K	–	186
2019 Q4	$233K	Buy	+6,186	New	+$235K	0.2%	132

Other funds holding BP

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Samalin Investment Counsel's BP Position: Q1 2020 in Review

Samalin Investment Counsel sold out of BP (BP) in Q1 2020, closing a stake of 6,186 shares — an estimated $233K sold.

Samalin Investment Counsel first reported a position in BP in Q4 2019 and held it in 1 quarter. The position peaked at $233K in Q4 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

Samalin Investment Counsel reported no remaining BP position as of Q1 2020 after selling out during the quarter.
Samalin Investment Counsel sold 6,186 BP shares in Q1 2020, an estimated $233K.
Samalin Investment Counsel first reported a position in BP in Q4 2019 and held it in 1 quarter.
Samalin Investment Counsel's BP position peaked at $233K in Q4 2019.
1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.