Doyle Wealth Management’s BHP BHP Stock Holding History

Doyle 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	-936	Closed	-$49K	–	255
2019 Q2	$49K	Buy	+936	New	+$45.2K	0.01%	367
2019 Q1	–	Sell	-908	Closed	-$39K	–	246
2018 Q4	$39K	Buy	+908	New	+$38K	0.01%	406

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

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

Doyle Wealth Management sold out of BHP (BHP) in Q3 2019, closing a stake of 936 shares — an estimated $49K sold.

Doyle Wealth Management first reported a position in BHP in Q4 2018 and held it in 2 quarters. The position peaked at $49K in Q2 2019. 373 funds tracked by Wall St. Rank hold BHP as of Q3 2019.

Doyle Wealth Management reported no remaining BHP position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 936 BHP shares in Q3 2019, an estimated $49K.
Doyle Wealth Management first reported a position in BHP in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's BHP position peaked at $49K in Q2 2019.
373 funds tracked by Wall St. Rank held BHP as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.