Bar Harbor Wealth Management’s BHP BHP Stock Holding History

Bar Harbor 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
2017 Q1	–	Sell	-8,440	Closed	-$269K	–	337
2016 Q4	$269K	Buy	8,440 +127	+2%	+$4.11K	0.03%	304
2016 Q3	$257K	Sell	8,313 -405	-5%	-$11.1K	0.03%	302
2016 Q2	$222K	Sell	8,718 -863	-9%	-$21.5K	0.03%	293
2016 Q1	$222K	Sell	9,581 -336	-3%	-$7.11K	0.03%	282
2015 Q4	$227K	Sell	9,917 -813	-8%	-$21.7K	0.03%	270
2015 Q3	$302K	Sell	10,730 -252	-2%	-$8.19K	0.04%	230
2015 Q2	$399K	Sell	10,982 -600	-5%	-$24.2K	0.05%	201
2015 Q1	$455K	Buy	11,582 +219	+2%	+$8.89K	0.06%	195
2014 Q4	$455K	Sell	11,363 -980	-8%	-$45.2K	0.06%	192
2014 Q3	$614K	Sell	12,343 -2,107	-15%	-$123K	0.08%	166
2014 Q2	$836K	Sell	14,450 -3,263	-18%	-$192K	0.1%	139
2014 Q1	$1.01M	Buy	17,713 +452	+3%	+$25.3K	0.13%	120
2013 Q4	$995K	Sell	17,261 -223	-1%	-$12.9K	0.13%	117
2013 Q3	$983K	Sell	17,484 -3,540	-17%	-$193K	0.14%	118
2013 Q2	$1.02M	Buy	+21,024	New	+$1.17M	0.15%	113

Other funds holding BHP

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Arrowstreet Capital

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

Bank of America

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

Lazard Asset Management

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

CI Investments Inc

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

EARNEST Partners

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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