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WealthTrust-Arizona’s BP BP Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$86K Sell
2,337
-12
-0.5% -$479 0.05% 106
2018
Q3 		$103K Sell
2,349
-12
-0.5% -$502 0.05% 98
2018
Q2 		$101K Sell
2,361
-10
-0.4% -$420 0.05% 96
2018
Q1 		$89K Sell
2,371
-13
-0.5% -$490 0.05% 106
2017
Q4 		$92K Sell
2,384
-79
-3% -$2.86K 0.05% 109
2017
Q3 		$85K Sell
2,463
-15
-0.6% -$477 0.04% 111
2017
Q2 		$76K Sell
2,478
-14
-0.6% -$436 0.04% 116
2017
Q1 		$75K Sell
2,492
-16
-0.6% -$486 0.04% 116
2016
Q4 		$80K Sell
2,508
-16
-0.6% -$481 0.05% 109
2016
Q3 		$75K Buy
2,524
+28
+1% +$812 0.05% 107
2016
Q2 		$75K Sell
2,496
-12
-0.5% -$323 0.05% 109
2016
Q1 		$64K Buy
2,508
+149
+6% +$3.76K 0.04% 126
2015
Q4 		$62K Buy
2,359
+25
+1% +$711 0.04% 131
2015
Q3 		$60K Buy
2,334
+22
+1% +$645 0.04% 129
2015
Q2 		$78K Buy
2,312
+229
+11% +$8.02K 0.05% 111
2015
Q1 		$68K Buy
2,083
+20
+1% +$655 0.04% 129
2014
Q4 		$65K Sell
2,063
-10
-0.5% -$336 0.05% 130
2014
Q3 		$75K Buy
2,073
+17
+0.8% +$673 0.08% 117
2014
Q2 		$89K Sell
2,056
-10
-0.5% -$412 0.1% 117
2014
Q1 		$81K Buy
2,066
+16
+0.8% +$631 0.09% 116
2013
Q4 		$82K Buy
2,050
+6
+0.3% +$223 0.1% 107
2013
Q3 		$70K Buy
2,044
+17
+0.8% +$583 0.09% 115
2013
Q2 		$69K Buy
+2,027
New +$70.6K 0.09% 110

Other funds holding BP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthTrust-Arizona's BP Position: Q4 2018 in Review

WealthTrust-Arizona reduced its BP (BP) stake by 0.51% in Q4 2018, selling an estimated $479 and leaving 2,337 shares worth $86K. The position accounts for 0.05% of the portfolio, ranked #106.

WealthTrust-Arizona first reported a position in BP in Q2 2013 and has held it in 23 quarters since. The position peaked at $103K in Q3 2018. 1,083 funds tracked by Wall St. Rank hold BP as of Q4 2018.

  • WealthTrust-Arizona held 2,337 shares of BP worth $86K as of Q4 2018.
  • WealthTrust-Arizona sold 12 BP shares in Q4 2018, an estimated $479.
  • BP made up 0.05% of WealthTrust-Arizona's portfolio in Q4 2018, its #106 holding.
  • WealthTrust-Arizona first reported a position in BP in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's BP position peaked at $103K in Q3 2018.
  • 1,083 funds tracked by Wall St. Rank held BP as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.