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Winslow Evans & Crocker’s BP BP Stock Holding History

Winslow Evans & Crocker’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
Q4 		$99K Buy
4,832
+1,035
+27% +$19.5K 0.02% 438
2020
Q3 		$66K Buy
3,797
+336
+10% +$7.28K 0.02% 418
2020
Q2 		$80K Sell
3,461
-1
-0% -$24 0.02% 391
2020
Q1 		$86K Buy
3,462
+352
+11% +$11.4K 0.03% 347
2019
Q4 		$120K Hold
3,110
– – 0.03% 371
2019
Q3 		$120K Sell
3,110
-2,613
-46% -$99.7K 0.03% 358
2019
Q2 		$236K Sell
5,723
-683
-11% -$28.7K 0.07% 267
2019
Q1 		$278K Buy
6,406
+599
+10% +$24.5K 0.08% 245
2018
Q4 		$216K Sell
5,807
-88
-1% -$3.51K 0.07% 254
2018
Q3 		$262K Sell
5,895
-85
-1% -$3.55K 0.08% 233
2018
Q2 		$258K Sell
5,980
-77
-1% -$3.23K 0.08% 224
2018
Q1 		$228K Sell
6,057
-185
-3% -$6.97K 0.07% 231
2017
Q4 		$240K Sell
6,242
-94
-1% -$3.4K 0.08% 234
2017
Q3 		$220K Sell
6,336
-566
-8% -$18K 0.07% 237
2017
Q2 		$212K Buy
6,902
+244
+4% +$7.59K 0.06% 303
2017
Q1 		$200K Sell
6,658
-115
-2% -$3.5K 0.06% 295
2016
Q4 		$217K Sell
6,773
-120
-2% -$3.61K 0.07% 280
2016
Q3 		$204K Sell
6,893
-24
-0.3% -$696 0.06% 298
2016
Q2 		$207K Sell
6,917
-227
-3% -$6.12K 0.06% 276
2016
Q1 		$181K Buy
7,144
+4
+0.1% +$101 0.05% 286
2015
Q4 		$188K Buy
7,140
+270
+4% +$7.68K 0.05% 302
2015
Q3 		$177K Buy
6,870
+3
+0% +$88 0.06% 294
2015
Q2 		$231K Buy
6,867
+508
+8% +$17.8K 0.07% 283
2015
Q1 		$206K Buy
6,359
+1,721
+37% +$56.3K 0.06% 291
2014
Q4 		$147K Sell
4,638
-1,700
-27% -$57.1K 0.04% 339
2014
Q3 		$228K Buy
6,338
+1,159
+22% +$45.9K 0.07% 289
2014
Q2 		$223K Hold
5,179
– – 0.07% 245
2014
Q1 		$204K Sell
5,179
-74
-1% -$2.92K 0.07% 262
2013
Q4 		$209K Buy
+5,253
New +$196K 0.07% 276

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Winslow Evans & Crocker's BP Position: Q4 2020 in Review

Winslow Evans & Crocker increased its BP (BP) stake by 27% in Q4 2020, buying an estimated $19.5K and bringing the position to 4,832 shares worth $99K. The position accounts for 0.02% of the portfolio, ranked #438.

Winslow Evans & Crocker first reported a position in BP in Q4 2013 and has held it in 29 quarters since. The position peaked at $278K in Q1 2019. 865 funds tracked by Wall St. Rank hold BP as of Q4 2020.

  • Winslow Evans & Crocker held 4,832 shares of BP worth $99K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,035 BP shares in Q4 2020, an estimated $19.5K.
  • BP made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #438 holding.
  • Winslow Evans & Crocker first reported a position in BP in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's BP position peaked at $278K in Q1 2019.
  • 865 funds tracked by Wall St. Rank held BP as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.