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Smart Portfolios LLC’s BP BP Stock Holding History

Smart Portfolios LLC’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
Q2 		– Sell
-2,198
Closed -$95K – 66
2019
Q1 		$95K Sell
2,198
-33
-1% -$1.35K 0.08% 71
2018
Q4 		$82K Sell
2,231
-2,930
-57% -$117K 0.06% 72
2018
Q3 		$227K Sell
5,161
-75
-1% -$3.14K 0.14% 40
2018
Q2 		$225K Buy
5,236
+1,469
+39% +$61.7K 0.15% 40
2018
Q1 		$142K Buy
+3,767
New +$142K 0.09% 49

Other funds holding BP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smart Portfolios LLC's BP Position: Q2 2019 in Review

Smart Portfolios LLC sold out of BP (BP) in Q2 2019, closing a stake of 2,198 shares — an estimated $95K sold.

Smart Portfolios LLC first reported a position in BP in Q1 2018 and held it in 5 quarters. The position peaked at $227K in Q3 2018. 1,097 funds tracked by Wall St. Rank hold BP as of Q2 2019.

  • Smart Portfolios LLC reported no remaining BP position as of Q2 2019 after selling out during the quarter.
  • Smart Portfolios LLC sold 2,198 BP shares in Q2 2019, an estimated $95K.
  • Smart Portfolios LLC first reported a position in BP in Q1 2018 and held it in 5 quarters.
  • Smart Portfolios LLC's BP position peaked at $227K in Q3 2018.
  • 1,097 funds tracked by Wall St. Rank held BP as of Q2 2019.

Based on Smart Portfolios LLC's 13F filing for Q2 2019, filed 15 Aug 2019.