AllSquare Wealth Management’s BHP BHP Stock Holding History

AllSquare Wealth Management’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 Q3	–	Sell	-224	Closed	-$12K	–	450
2019 Q2	$12K	Hold	224	–	–	0.01%	315
2019 Q1	$11K	Hold	224	–	–	0.01%	317
2018 Q4	$10K	Hold	224	–	–	0.01%	305
2018 Q3	$10K	Hold	224	–	–	0.01%	341
2018 Q2	$10K	Hold	224	–	–	0.01%	336
2018 Q1	$9K	Hold	224	–	–	0.01%	282
2017 Q4	$9K	Hold	224	–	–	0.01%	287
2017 Q3	$8K	Hold	224	–	–	0.01%	274
2017 Q2	$7K	Hold	224	–	–	0.01%	139
2017 Q1	$7K	Hold	224	–	–	0.01%	274
2016 Q4	$7K	Hold	224	–	–	0.01%	248
2016 Q3	$7K	Hold	224	–	–	0.01%	233
2016 Q2	$6K	Hold	224	–	–	0.01%	229
2016 Q1	$5K	Hold	224	–	–	0.01%	242
2015 Q4	$5K	Hold	224	–	–	0.01%	240
2015 Q3	$6K	Hold	224	–	–	0.01%	237
2015 Q2	$8K	Sell	224 -13	-5%	-$525	0.01%	240
2015 Q1	$9K	Hold	237	–	–	0.01%	238
2014 Q4	$9K	Buy	+237	New	+$10.9K	0.01%	235

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

AllSquare Wealth Management's BHP Position: Q3 2019 in Review

AllSquare Wealth Management sold out of BHP (BHP) in Q3 2019, closing a stake of 224 shares — an estimated $12K sold.

AllSquare Wealth Management first reported a position in BHP in Q4 2014 and held it in 19 quarters. The position peaked at $12K in Q2 2019. 373 funds tracked by Wall St. Rank hold BHP as of Q3 2019.

AllSquare Wealth Management reported no remaining BHP position as of Q3 2019 after selling out during the quarter.
AllSquare Wealth Management sold 224 BHP shares in Q3 2019, an estimated $12K.
AllSquare Wealth Management first reported a position in BHP in Q4 2014 and held it in 19 quarters.
AllSquare Wealth Management's BHP position peaked at $12K in Q2 2019.
373 funds tracked by Wall St. Rank held BHP as of Q3 2019.

Based on AllSquare Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.