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Sound View Wealth Advisors’s BP BP Stock Holding History

Sound View 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 		$336K Sell
7,815
-114
-1% -$4.67K 0.11% 173
2018
Q4 		$291K Buy
+7,929
New +$317K 0.11% 174

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors's BP Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its BP (BP) stake by 1.4% in Q1 2019, selling an estimated $4.67K and leaving 7,815 shares worth $336K. The position accounts for 0.11% of the portfolio, ranked #173.

Sound View Wealth Advisors first reported a position in BP in Q4 2018 and has held it in 2 quarters since. 1,118 funds tracked by Wall St. Rank hold BP as of Q1 2019.

  • Sound View Wealth Advisors held 7,815 shares of BP worth $336K as of Q1 2019.
  • Sound View Wealth Advisors sold 114 BP shares in Q1 2019, an estimated $4.67K.
  • BP made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #173 holding.
  • Sound View Wealth Advisors first reported a position in BP in Q4 2018 and has held it in 2 quarters since.
  • 1,118 funds tracked by Wall St. Rank held BP as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.