WAM
BPT

Wealthspire Advisors (Maryland)’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-625
Closed -$17K – 667
2019
Q1 		$17K Buy
+625
New +$15.7K ﹤0.01% 1331

Other funds holding BPT

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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
CoreCommodity Management Stamford, Connecticut $538M AUM 71.97% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BPT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BP Prudhoe Bay Royalty Trust (BPT) in Q2 2019, closing a stake of 625 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in BPT in Q1 2019 and held it in 1 quarter. The position peaked at $17K in Q1 2019. 71 funds tracked by Wall St. Rank hold BPT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining BP Prudhoe Bay Royalty Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 625 BP Prudhoe Bay Royalty Trust shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in BP Prudhoe Bay Royalty Trust in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s BP Prudhoe Bay Royalty Trust position peaked at $17K in Q1 2019.
  • 71 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.