Geneva Advisors’s BHP BHP Stock Holding History

Geneva Advisors’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 Q2	$2.57M	Buy	80,824 +1,552	+2%	+$49.2K	0.04%	175
2017 Q1	$2.57M	Sell	79,272 -9,054	-10%	-$313K	0.05%	182
2016 Q4	$2.82M	Buy	88,326 +16,507	+23%	+$534K	0.06%	169
2016 Q3	$2.22M	Buy	71,819 +1,413	+2%	+$38.8K	0.04%	184
2016 Q2	$1.79M	Buy	70,406 +32,364	+85%	+$806K	0.04%	214
2016 Q1	$879K	Buy	+38,042	New	+$805K	0.02%	325
2014 Q4	–	Sell	-18,317	Closed	-$912K	–	717
2014 Q3	$912K	Buy	18,317 +3,026	+20%	+$176K	0.02%	321
2014 Q2	$885K	Buy	15,291 +3,350	+28%	+$197K	0.02%	330
2014 Q1	$684K	Buy	11,941 +5,110	+75%	+$286K	0.01%	339
2013 Q4	$394K	Buy	6,831 +148	+2%	+$8.56K	0.01%	366
2013 Q3	$376K	Buy	6,683 +958	+17%	+$52.1K	0.01%	372
2013 Q2	$279K	Buy	+5,725	New	+$317K	0.01%	351

Other funds holding BHP

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geneva Advisors's BHP Position: Q2 2017 in Review

Geneva Advisors increased its BHP (BHP) stake by 2% in Q2 2017, buying an estimated $49.2K and bringing the position to 80,824 shares worth $2.57M. The position accounts for 0.04% of the portfolio, ranked #175.

Geneva Advisors first reported a position in BHP in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.82M in Q4 2016. 323 funds tracked by Wall St. Rank hold BHP as of Q2 2017.

Geneva Advisors held 80,824 shares of BHP worth $2.57M as of Q2 2017.
Geneva Advisors bought 1,552 BHP shares in Q2 2017, an estimated $49.2K.
BHP made up 0.04% of Geneva Advisors's portfolio in Q2 2017, its #175 holding.
Geneva Advisors first reported a position in BHP in Q2 2013 and has held it in 12 quarters since.
Geneva Advisors's BHP position peaked at $2.82M in Q4 2016.
323 funds tracked by Wall St. Rank held BHP as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.