BigSur Wealth Management’s BHP BHP Stock Holding History

BigSur 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 Q2	–	Sell	-4,955	Closed	-$242K	–	101
2019 Q1	$242K	Hold	4,955	–	–	0.16%	90
2018 Q4	$213K	Hold	4,955	–	–	0.15%	90
2018 Q3	$220K	Hold	4,955	–	–	0.14%	97
2018 Q2	$221K	Buy	+4,955	New	+$214K	0.16%	94
2018 Q1	–	Sell	-4,955	Closed	-$203K	–	110
2017 Q4	$203K	Buy	+4,955	New	+$187K	0.2%	93

Other funds holding BHP

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

BigSur Wealth Management's BHP Position: Q2 2019 in Review

BigSur Wealth Management sold out of BHP (BHP) in Q2 2019, closing a stake of 4,955 shares — an estimated $242K sold.

BigSur Wealth Management first reported a position in BHP in Q4 2017 and held it in 5 quarters. The position peaked at $242K in Q1 2019. 412 funds tracked by Wall St. Rank hold BHP as of Q2 2019.

BigSur Wealth Management reported no remaining BHP position as of Q2 2019 after selling out during the quarter.
BigSur Wealth Management sold 4,955 BHP shares in Q2 2019, an estimated $242K.
BigSur Wealth Management first reported a position in BHP in Q4 2017 and held it in 5 quarters.
BigSur Wealth Management's BHP position peaked at $242K in Q1 2019.
412 funds tracked by Wall St. Rank held BHP as of Q2 2019.

Based on BigSur Wealth Management's 13F filing for Q2 2019, filed 5 Jul 2019.