Advocacy Wealth Management Services’s BHP BHP Stock Holding History

Advocacy Wealth Management Services’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 Q2	–	Sell	-254	Closed	-$10K	–	175
2018 Q1	$10K	Sell	254 -80	-24%	-$3.37K	0.01%	136
2017 Q4	$14K	Hold	334	–	–	0.01%	133
2017 Q3	$12K	Sell	334 -168	-33%	-$6.14K	﹤0.01%	172
2017 Q2	$16K	Sell	502 -673	-57%	-$21.3K	0.01%	153
2017 Q1	$38K	Hold	1,175	–	–	0.01%	91
2016 Q4	$37K	Buy	1,175 +334	+40%	+$10.8K	0.01%	91
2016 Q3	$26K	Sell	841 -112	-12%	-$3.08K	0.01%	164
2016 Q2	$24K	Sell	953 -897	-48%	-$22.4K	0.01%	209
2016 Q1	$43K	Sell	1,850 -309	-14%	-$6.54K	0.03%	195
2015 Q4	$49K	Buy	+2,159	New	+$57.7K	0.06%	167

Other funds holding BHP

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

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

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

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Advocacy Wealth Management Services's BHP Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of BHP (BHP) in Q2 2018, closing a stake of 254 shares — an estimated $10K sold.

Advocacy Wealth Management Services first reported a position in BHP in Q4 2015 and held it in 10 quarters. The position peaked at $49K in Q4 2015. 377 funds tracked by Wall St. Rank hold BHP as of Q2 2018.

Advocacy Wealth Management Services reported no remaining BHP position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 254 BHP shares in Q2 2018, an estimated $10K.
Advocacy Wealth Management Services first reported a position in BHP in Q4 2015 and held it in 10 quarters.
Advocacy Wealth Management Services's BHP position peaked at $49K in Q4 2015.
377 funds tracked by Wall St. Rank held BHP as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.