Acorn Wealth Advisors’s BHP BHP Stock Holding History

Acorn Wealth Advisors’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-333	Closed	-$15K	–	147
2018 Q2	$15K	Hold	333	–	–	0.01%	435
2018 Q1	$14K	Buy	333 +8	+2%	+$337	0.01%	446
2017 Q4	$14K	Buy	+325	New	+$12.2K	0.01%	432

Other funds holding BHP

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Acorn Wealth Advisors's BHP Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of BHP (BHP) in Q3 2018, closing a stake of 333 shares — an estimated $15K sold.

Acorn Wealth Advisors first reported a position in BHP in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 382 funds tracked by Wall St. Rank hold BHP as of Q3 2018.

Acorn Wealth Advisors reported no remaining BHP position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 333 BHP shares in Q3 2018, an estimated $15K.
Acorn Wealth Advisors first reported a position in BHP in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's BHP position peaked at $15K in Q2 2018.
382 funds tracked by Wall St. Rank held BHP as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.