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Wealthcare Capital Management’s BP BP Stock Holding History

Wealthcare Capital Management’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
-291
Closed -$11K – 300
2019
Q4 		$11K Buy
+291
New +$11.1K ﹤0.01% 179
2015
Q3 		– Sell
-198
Closed -$7K – 257
2015
Q2 		$7K Buy
+198
New +$6.93K ﹤0.01% 232

Other funds holding BP

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wealthcare Capital Management's BP Position: Q1 2020 in Review

Wealthcare Capital Management sold out of BP (BP) in Q1 2020, closing a stake of 291 shares — an estimated $11K sold.

Wealthcare Capital Management first reported a position in BP in Q2 2015 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 1,001 funds tracked by Wall St. Rank hold BP as of Q1 2020.

  • Wealthcare Capital Management reported no remaining BP position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 291 BP shares in Q1 2020, an estimated $11K.
  • Wealthcare Capital Management first reported a position in BP in Q2 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's BP position peaked at $11K in Q4 2019.
  • 1,001 funds tracked by Wall St. Rank held BP as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.