Shine Investment Advisory Services’s BP BP Stock Holding History

Shine Investment Advisory Services’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 Q3	$13K	Hold	731	–	–	﹤0.01%	507
2020 Q2	$17K	Hold	731	–	–	0.01%	474
2020 Q1	$18K	Buy	731 +100	+16%	+$3.23K	0.01%	434
2019 Q4	$24K	Buy	631 +143	+29%	+$5.43K	0.01%	455
2019 Q3	$19K	Sell	488 -256	-34%	-$9.77K	0.01%	463
2019 Q2	$31K	Sell	744 -305	-29%	-$12.8K	0.01%	399
2019 Q1	$45K	Buy	1,049 +294	+39%	+$12K	0.02%	321
2018 Q4	$28K	Sell	755 -50	-6%	-$2K	0.01%	387
2018 Q3	$35K	Sell	805 -29	-3%	-$1.21K	0.02%	360
2018 Q2	$36K	Sell	834 -11	-1%	-$462	0.02%	364
2018 Q1	$32K	Sell	845 -13	-2%	-$490	0.02%	378
2017 Q4	$33K	Sell	858 -1,873	-69%	-$67.8K	0.02%	376
2017 Q3	$95K	Buy	2,731 +133	+5%	+$4.22K	0.05%	181
2017 Q2	$80K	Buy	+2,598	New	+$80.8K	0.04%	182

Other funds holding BP

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

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Shine Investment Advisory Services's BP Position: Q3 2020 in Review

Shine Investment Advisory Services held its BP (BP) position steady in Q3 2020 at 731 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Shine Investment Advisory Services first reported a position in BP in Q2 2017 and has held it in 14 quarters since. The position peaked at $95K in Q3 2017. 864 funds tracked by Wall St. Rank hold BP as of Q3 2020.

Shine Investment Advisory Services held 731 shares of BP worth $13K as of Q3 2020.
Shine Investment Advisory Services left its BP share count unchanged in Q3 2020.
BP made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #507 holding.
Shine Investment Advisory Services first reported a position in BP in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's BP position peaked at $95K in Q3 2017.
864 funds tracked by Wall St. Rank held BP as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.