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Global Wealth Management Investment Advisory’s BHP BHP Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-154
Closed -$7K – 684
2019
Q1 		$7K Buy
154
+113
+276% +$5.15K ﹤0.01% 416
2018
Q4 		$2K Buy
+41
New +$1.72K ﹤0.01% 565

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Global Wealth Management Investment Advisory's BHP Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of BHP (BHP) in Q2 2019, closing a stake of 154 shares — an estimated $7K sold.

Global Wealth Management Investment Advisory first reported a position in BHP in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 412 funds tracked by Wall St. Rank hold BHP as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining BHP position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 154 BHP shares in Q2 2019, an estimated $7K.
  • Global Wealth Management Investment Advisory first reported a position in BHP in Q4 2018 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's BHP position peaked at $7K in Q1 2019.
  • 412 funds tracked by Wall St. Rank held BHP as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.