Frontier Wealth Management’s BHP BHP Stock Holding History

Frontier 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
2017 Q1	–	Sell	-7,224	Closed	-$231K	–	398
2016 Q4	$231K	Sell	7,224 -2,802	-28%	-$90.7K	0.04%	333
2016 Q3	$310K	Buy	+10,026	New	+$275K	0.05%	271
2016 Q2	–	Sell	-9,163	Closed	-$212K	–	340
2016 Q1	$212K	Buy	+9,163	New	+$194K	0.02%	309
2015 Q3	–	Sell	-8,592	Closed	-$312K	–	348
2015 Q2	$312K	Sell	8,592 -1,216	-12%	-$49.1K	0.05%	250
2015 Q1	$385K	Sell	9,808 -2,656	-21%	-$108K	0.06%	195
2014 Q4	$499K	Buy	+12,464	New	+$575K	0.09%	142

Other funds holding BHP

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Frontier Wealth Management's BHP Position: Q1 2017 in Review

Frontier Wealth Management sold out of BHP (BHP) in Q1 2017, closing a stake of 7,224 shares — an estimated $231K sold.

Frontier Wealth Management first reported a position in BHP in Q4 2014 and held it in 6 quarters. The position peaked at $499K in Q4 2014. 344 funds tracked by Wall St. Rank hold BHP as of Q1 2017.

Frontier Wealth Management reported no remaining BHP position as of Q1 2017 after selling out during the quarter.
Frontier Wealth Management sold 7,224 BHP shares in Q1 2017, an estimated $231K.
Frontier Wealth Management first reported a position in BHP in Q4 2014 and held it in 6 quarters.
Frontier Wealth Management's BHP position peaked at $499K in Q4 2014.
344 funds tracked by Wall St. Rank held BHP as of Q1 2017.

Based on Frontier Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.