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Advisor Group’s BHP BHP Stock Holding History

Advisor Group’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
2019
Q4 		$915K Sell
18,743
-2,400
-11% -$109K 0.01% 1254
2019
Q3 		$931K Buy
21,143
+1,378
+7% +$64.4K 0.01% 1179
2019
Q2 		$1.02M Buy
19,765
+827
+4% +$40K 0.01% 1119
2019
Q1 		$923K Buy
18,938
+864
+5% +$39.4K 0.01% 1142
2018
Q4 		$779K Buy
18,074
+966
+6% +$40.5K 0.01% 1108
2018
Q3 		$761K Buy
17,108
+772
+5% +$33.5K 0.01% 1168
2018
Q2 		$729K Buy
16,336
+2,097
+15% +$90.7K 0.01% 1060
2018
Q1 		$566K Sell
14,239
-270
-2% -$11.4K 0.01% 1229
2017
Q4 		$596K Buy
14,509
+7,932
+121% +$299K 0.01% 1218
2017
Q3 		$237K Sell
6,577
-730
-10% -$26.7K ﹤0.01% 1725
2017
Q2 		$231K Sell
7,307
-16,610
-69% -$527K ﹤0.01% 1679
2017
Q1 		$775K Sell
23,917
-2,877
-11% -$99.4K 0.02% 838
2016
Q4 		$857K Sell
26,794
-605
-2% -$19.6K 0.02% 721
2016
Q3 		$848K Sell
27,399
-2,028
-7% -$55.7K 0.02% 698
2016
Q2 		$746K Buy
+29,427
New +$733K 0.02% 726

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Advisor Group's BHP Position: Q4 2019 in Review

Advisor Group reduced its BHP (BHP) stake by 11% in Q4 2019, selling an estimated $109K and leaving 18,743 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #1254.

Advisor Group first reported a position in BHP in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.02M in Q2 2019. 410 funds tracked by Wall St. Rank hold BHP as of Q4 2019.

  • Advisor Group held 18,743 shares of BHP worth $915K as of Q4 2019.
  • Advisor Group sold 2,400 BHP shares in Q4 2019, an estimated $109K.
  • BHP made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1254 holding.
  • Advisor Group first reported a position in BHP in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's BHP position peaked at $1.02M in Q2 2019.
  • 410 funds tracked by Wall St. Rank held BHP as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.