Aviance Capital Management’s BHP BHP Stock Holding History

Aviance Capital 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 Q1	$58K	Sell	1,183 -301	-20%	-$13.7K	0.01%	177
2018 Q4	$64K	Sell	1,484 -15,134	-91%	-$634K	0.01%	175
2018 Q3	$739K	Sell	16,618 -259,385	-94%	-$11.2M	0.07%	110
2018 Q2	$12.3M	Buy	276,003 +224,595	+437%	+$9.72M	1.03%	25
2018 Q1	$2.04M	Buy	+51,408	New	+$2.16M	0.16%	87
2015 Q4	–	Sell	-10,169	Closed	-$287K	–	295
2015 Q3	$287K	Buy	+10,169	New	+$330K	0.01%	256
2015 Q2	–	Sell	-13,886	Closed	-$546K	–	58
2015 Q1	$546K	Sell	13,886 -2,695	-16%	-$109K	0.02%	187
2014 Q4	$663K	Sell	16,581 -141,303	-89%	-$6.52M	0.02%	197
2014 Q3	$7.86M	Buy	157,884 +17,961	+13%	+$1.04M	0.32%	67
2014 Q2	$8.1M	Buy	139,923 +47,852	+52%	+$2.81M	0.34%	65
2014 Q1	$5.28M	Buy	92,071 +81,729	+790%	+$4.58M	0.27%	63
2013 Q4	$596K	Buy	10,342 +73	+0.7%	+$4.22K	0.32%	62
2013 Q3	$577K	Buy	10,269 +6,179	+151%	+$336K	0.34%	60
2013 Q2	$199K	Buy	+4,090	New	+$227K	0.11%	137

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aviance Capital Management's BHP Position: Q1 2019 in Review

Aviance Capital Management reduced its BHP (BHP) stake by 20% in Q1 2019, selling an estimated $13.7K and leaving 1,183 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #177.

Aviance Capital Management first reported a position in BHP in Q2 2013 and has held it in 14 quarters since. The position peaked at $12.3M in Q2 2018. 407 funds tracked by Wall St. Rank hold BHP as of Q1 2019.

Aviance Capital Management held 1,183 shares of BHP worth $58K as of Q1 2019.
Aviance Capital Management sold 301 BHP shares in Q1 2019, an estimated $13.7K.
BHP made up 0.01% of Aviance Capital Management's portfolio in Q1 2019, its #177 holding.
Aviance Capital Management first reported a position in BHP in Q2 2013 and has held it in 14 quarters since.
Aviance Capital Management's BHP position peaked at $12.3M in Q2 2018.
407 funds tracked by Wall St. Rank held BHP as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.