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

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 New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return