SA
BP icon

Strategic Advisors’s BP BP Stock Holding History

Strategic 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
2020
Q2 		– Sell
-9,586
Closed -$243K – 147
2020
Q1 		$243K Buy
9,586
+3,365
+54% +$109K 0.11% 128
2019
Q4 		$235K Sell
6,221
-1,168
-16% -$44.4K 0.08% 154
2019
Q3 		$281K Buy
+7,389
New +$282K 0.11% 143
2015
Q2 		– Sell
-99,804
Closed -$4.37M – 126
2015
Q1 		$4.37M Buy
99,804
+44,022
+79% +$1.44M 2.8% 5
2014
Q4 		$1.76M Sell
55,782
-48,624
-47% -$1.63M 1.15% 25
2014
Q3 		$3.75M Buy
104,406
+3,167
+3% +$125K 2.46% 5
2014
Q2 		$4.37M Buy
101,239
+1,375
+1% +$56.7K 2.79% 5
2014
Q1 		$3.93M Buy
99,864
+4,279
+4% +$169K 2.64% 5
2013
Q4 		$3.8M Buy
95,585
+36,481
+62% +$1.36M 2.59% 5
2013
Q3 		$2.03M Buy
59,104
+7,023
+13% +$241K 1.67% 16
2013
Q2 		$1.77M Buy
+52,081
New +$1.81M 1.59% 16

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Strategic Advisors's BP Position: Q2 2020 in Review

Strategic Advisors sold out of BP (BP) in Q2 2020, closing a stake of 9,586 shares — an estimated $243K sold.

Strategic Advisors first reported a position in BP in Q2 2013 and held it in 11 quarters. The position peaked at $4.37M in Q1 2015. 942 funds tracked by Wall St. Rank hold BP as of Q2 2020.

  • Strategic Advisors reported no remaining BP position as of Q2 2020 after selling out during the quarter.
  • Strategic Advisors sold 9,586 BP shares in Q2 2020, an estimated $243K.
  • Strategic Advisors first reported a position in BP in Q2 2013 and held it in 11 quarters.
  • Strategic Advisors's BP position peaked at $4.37M in Q1 2015.
  • 942 funds tracked by Wall St. Rank held BP as of Q2 2020.

Based on Strategic Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.