ETrade Capital Management’s BHP BHP Stock Holding History

ETrade 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
2020 Q3	$1.61M	Sell	34,967 -1,705	-5%	-$82K	0.03%	255
2020 Q2	$1.63M	Buy	36,672 +648	+2%	+$25.4K	0.03%	236
2020 Q1	$1.18M	Buy	36,024 +4,681	+15%	+$195K	0.03%	264
2019 Q4	$1.53M	Buy	31,343 +206	+0.7%	+$9.36K	0.03%	253
2019 Q3	$1.37M	Buy	31,137 +4,541	+17%	+$212K	0.03%	273
2019 Q2	$1.38M	Sell	26,596 -4,979	-16%	-$241K	0.04%	280
2019 Q1	$1.54M	Sell	31,575 -20,119	-39%	-$917K	0.04%	236
2018 Q4	$2.23M	Sell	51,694 -9,408	-15%	-$394K	0.07%	156
2018 Q3	$2.72M	Buy	61,102 +17,159	+39%	+$744K	0.08%	148
2018 Q2	$1.96M	Sell	43,943 -5,931	-12%	-$257K	0.06%	187
2018 Q1	$1.98M	Buy	49,874 +11,268	+29%	+$474K	0.06%	180
2017 Q4	$1.58M	Buy	38,606 +6,808	+21%	+$256K	0.05%	232
2017 Q3	$1.15M	Buy	31,798 +3	+0%	+$110	0.04%	298
2017 Q2	$1.01M	Sell	31,795 -451	-1%	-$14.3K	0.04%	266
2017 Q1	$1.04M	Buy	32,246 +8,938	+38%	+$309K	0.04%	245
2016 Q4	$744K	Buy	23,308 +4,989	+27%	+$161K	0.03%	320
2016 Q3	$566K	Buy	18,319 +7,976	+77%	+$219K	0.03%	354
2016 Q2	$264K	Buy	+10,343	New	+$258K	0.01%	423
2013 Q3	–	Sell	-114	Closed	-$6K	–	933
2013 Q2	$6K	Buy	+114	New	+$6.32K	﹤0.01%	724

Other funds holding BHP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

ETrade Capital Management's BHP Position: Q3 2020 in Review

ETrade Capital Management reduced its BHP (BHP) stake by 4.6% in Q3 2020, selling an estimated $82K and leaving 34,967 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #255.

ETrade Capital Management first reported a position in BHP in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.72M in Q3 2018. 398 funds tracked by Wall St. Rank hold BHP as of Q3 2020.

ETrade Capital Management held 34,967 shares of BHP worth $1.61M as of Q3 2020.
ETrade Capital Management sold 1,705 BHP shares in Q3 2020, an estimated $82K.
BHP made up 0.03% of ETrade Capital Management's portfolio in Q3 2020, its #255 holding.
ETrade Capital Management first reported a position in BHP in Q2 2013 and has held it in 19 quarters since.
ETrade Capital Management's BHP position peaked at $2.72M in Q3 2018.
398 funds tracked by Wall St. Rank held BHP as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.