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Avantax Planning Partners’s BHP BHP Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-441
Closed -$20K – 379
2018
Q3 		$20K Buy
+441
New +$19.1K ﹤0.01% 699
2018
Q2 		– Sell
-813
Closed -$32K – 375
2018
Q1 		$32K Buy
+813
New +$34.2K ﹤0.01% 624

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Bank of America
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's BHP Position: Q4 2018 in Review

Avantax Planning Partners sold out of BHP (BHP) in Q4 2018, closing a stake of 441 shares — an estimated $20K sold.

Avantax Planning Partners first reported a position in BHP in Q1 2018 and held it in 2 quarters. The position peaked at $32K in Q1 2018. 391 funds tracked by Wall St. Rank hold BHP as of Q4 2018.

  • Avantax Planning Partners reported no remaining BHP position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 441 BHP shares in Q4 2018, an estimated $20K.
  • Avantax Planning Partners first reported a position in BHP in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's BHP position peaked at $32K in Q1 2018.
  • 391 funds tracked by Wall St. Rank held BHP as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.