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Fortem Financial Group’s BHP BHP Stock Holding History

Fortem Financial Group’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
-5,302
Closed -$275K – 128
2019
Q2 		$275K Sell
5,302
-550
-9% -$26.6K 0.28% 75
2019
Q1 		$285K Sell
5,852
-50
-0.8% -$2.28K 0.3% 70
2018
Q4 		$254K Buy
+5,902
New +$247K 0.31% 72

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fortem Financial Group's BHP Position: Q3 2019 in Review

Fortem Financial Group sold out of BHP (BHP) in Q3 2019, closing a stake of 5,302 shares — an estimated $275K sold.

Fortem Financial Group first reported a position in BHP in Q4 2018 and held it in 3 quarters. The position peaked at $285K in Q1 2019. 373 funds tracked by Wall St. Rank hold BHP as of Q3 2019.

  • Fortem Financial Group reported no remaining BHP position as of Q3 2019 after selling out during the quarter.
  • Fortem Financial Group sold 5,302 BHP shares in Q3 2019, an estimated $275K.
  • Fortem Financial Group first reported a position in BHP in Q4 2018 and held it in 3 quarters.
  • Fortem Financial Group's BHP position peaked at $285K in Q1 2019.
  • 373 funds tracked by Wall St. Rank held BHP as of Q3 2019.

Based on Fortem Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.