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Summit Place Financial Advisors’s BP BP Stock Holding History

Summit Place Financial 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
Q1 		– Sell
-16,800
Closed -$634K – 44
2019
Q4 		$634K Buy
+16,800
New +$638K 1% 36

Other funds holding BP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Place Financial Advisors's BP Position: Q1 2020 in Review

Summit Place Financial Advisors sold out of BP (BP) in Q1 2020, closing a stake of 16,800 shares — an estimated $634K sold.

Summit Place Financial Advisors first reported a position in BP in Q4 2019 and held it in 1 quarter. The position peaked at $634K in Q4 2019. 1,003 funds tracked by Wall St. Rank hold BP as of Q1 2020.

  • Summit Place Financial Advisors reported no remaining BP position as of Q1 2020 after selling out during the quarter.
  • Summit Place Financial Advisors sold 16,800 BP shares in Q1 2020, an estimated $634K.
  • Summit Place Financial Advisors first reported a position in BP in Q4 2019 and held it in 1 quarter.
  • Summit Place Financial Advisors's BP position peaked at $634K in Q4 2019.
  • 1,003 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Summit Place Financial Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.