Destination Wealth Management’s BHP BHP Stock Holding History

Destination 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	-2,408	Closed	-$125K	–	178
2019 Q2	$125K	Buy	+2,408	New	+$116K	0.01%	163
2019 Q1	–	Sell	-93	Closed	-$4K	–	678
2018 Q4	$4K	Hold	93	–	–	﹤0.01%	457
2018 Q3	$4K	Hold	93	–	–	﹤0.01%	524
2018 Q2	$4K	Hold	93	–	–	﹤0.01%	447
2018 Q1	$4K	Buy	+93	New	+$3.91K	﹤0.01%	464

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

PPA

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Destination Wealth Management's BHP Position: Q3 2019 in Review

Destination Wealth Management sold out of BHP (BHP) in Q3 2019, closing a stake of 2,408 shares — an estimated $125K sold.

Destination Wealth Management first reported a position in BHP in Q1 2018 and held it in 5 quarters. The position peaked at $125K in Q2 2019. 373 funds tracked by Wall St. Rank hold BHP as of Q3 2019.

Destination Wealth Management reported no remaining BHP position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 2,408 BHP shares in Q3 2019, an estimated $125K.
Destination Wealth Management first reported a position in BHP in Q1 2018 and held it in 5 quarters.
Destination Wealth Management's BHP position peaked at $125K in Q2 2019.
373 funds tracked by Wall St. Rank held BHP as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.