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Whitener Capital Management’s BP BP Stock Holding History

Whitener 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
2019
Q4 		– Sell
-1,859
Closed -$70K – 175
2019
Q3 		$70K Buy
1,859
+217
+13% +$8.28K 0.04% 195
2019
Q2 		$67K Hold
1,642
– – 0.04% 198
2019
Q1 		$70K Sell
1,642
-24
-1% -$984 0.05% 184
2018
Q4 		$61K Sell
1,666
-25
-1% -$998 0.04% 177
2018
Q3 		$74K Buy
+1,691
New +$70.7K 0.05% 167
2018
Q2 		– Sell
-673
Closed -$25K – 157
2018
Q1 		$25K Sell
673
-10
-1% -$377 0.02% 256
2017
Q4 		$26K Buy
+683
New +$24.7K 0.02% 234

Other funds holding BP

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whitener Capital Management's BP Position: Q4 2019 in Review

Whitener Capital Management sold out of BP (BP) in Q4 2019, closing a stake of 1,859 shares — an estimated $70K sold.

Whitener Capital Management first reported a position in BP in Q4 2017 and held it in 7 quarters. The position peaked at $74K in Q3 2018. 1,152 funds tracked by Wall St. Rank hold BP as of Q4 2019.

  • Whitener Capital Management reported no remaining BP position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 1,859 BP shares in Q4 2019, an estimated $70K.
  • Whitener Capital Management first reported a position in BP in Q4 2017 and held it in 7 quarters.
  • Whitener Capital Management's BP position peaked at $74K in Q3 2018.
  • 1,152 funds tracked by Wall St. Rank held BP as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.