SFS
BPT

Sowell Financial Services’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Sowell Financial Services’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,624
Closed -$49K – 290
2016
Q4 		$49K Buy
+1,624
New +$35.7K 0.02% 340

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FIM
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UBS Group
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Morgan Stanley
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California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
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Sowell Financial Services's BPT Position: Q1 2017 in Review

Sowell Financial Services sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q1 2017, closing a stake of 1,624 shares — an estimated $49K sold.

Sowell Financial Services first reported a position in BPT in Q4 2016 and held it in 1 quarter. The position peaked at $49K in Q4 2016. 69 funds tracked by Wall St. Rank hold BPT as of Q1 2017.

  • Sowell Financial Services reported no remaining BP Prudhoe Bay Royalty Trust position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 1,624 BP Prudhoe Bay Royalty Trust shares in Q1 2017, an estimated $49K.
  • Sowell Financial Services first reported a position in BP Prudhoe Bay Royalty Trust in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's BP Prudhoe Bay Royalty Trust position peaked at $49K in Q4 2016.
  • 69 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.