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WMS Partners’s BP BP Stock Holding History

WMS Partners’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
Q3 		– Sell
-5,960
Closed -$244K – 224
2019
Q2 		$244K Buy
5,960
+536
+10% +$22.5K 0.06% 189
2019
Q1 		$233K Sell
5,424
-891
-14% -$36.5K 0.06% 175
2018
Q4 		$232K Buy
6,315
+1,664
+36% +$66.4K 0.06% 165
2018
Q3 		$205K Sell
4,651
-67
-1% -$2.8K 0.02% 212
2018
Q2 		$203K Buy
+4,718
New +$198K 0.02% 213
2016
Q1 		– Sell
-7,616
Closed -$200K – 197
2015
Q4 		$200K Buy
+7,616
New +$217K 0.03% 195
2015
Q3 		– Sell
-7,209
Closed -$242K – 208
2015
Q2 		$242K Buy
+7,209
New +$252K 0.03% 238
2015
Q1 		– Sell
-10,969
Closed -$347K – 282
2014
Q4 		$347K Buy
10,969
+1,793
+20% +$60.3K 0.05% 150
2014
Q3 		$330K Hold
9,176
– – 0.05% 176
2014
Q2 		$396K Buy
+9,176
New +$378K 0.06% 161
2014
Q1 		– Sell
-5,259
Closed -$209K – 240
2013
Q4 		$209K Buy
+5,259
New +$196K 0.03% 218

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return