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Independent Portfolio Consultants’s BHP BHP Stock Holding History

Independent Portfolio Consultants’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 		$39K Sell
1,227
-354
-22% -$11.2K 0.02% 546
2017
Q1 		$51K Buy
1,581
+337
+27% +$11.6K 0.02% 552
2016
Q4 		$40K Sell
1,244
-107
-8% -$3.46K 0.01% 572
2016
Q3 		$41K Sell
1,351
-151
-10% -$4.14K 0.01% 575
2016
Q2 		$38K Sell
1,502
-84
-5% -$2.09K 0.01% 577
2016
Q1 		$37K Buy
1,586
+45
+3% +$953 0.01% 613
2015
Q4 		$35K Sell
1,541
-213
-12% -$5.69K 0.01% 621
2015
Q3 		$49K Sell
1,754
-40
-2% -$1.3K 0.01% 580
2015
Q2 		$65K Sell
1,794
-81
-4% -$3.27K 0.01% 579
2015
Q1 		$74K Sell
1,875
-147
-7% -$5.97K 0.02% 542
2014
Q4 		$81K Sell
2,022
-2,525
-56% -$116K 0.02% 555
2014
Q3 		$226K Sell
4,547
-308
-6% -$17.9K 0.06% 450
2014
Q2 		$281K Sell
4,855
-378
-7% -$22.2K 0.08% 387
2014
Q1 		$299K Sell
5,233
-1,993
-28% -$112K 0.09% 363
2013
Q4 		$417K Sell
7,226
-432
-6% -$25K 0.15% 294
2013
Q3 		$431K Buy
7,658
+113
+1% +$6.14K 0.17% 259
2013
Q2 		$368K Buy
+7,545
New +$418K 0.17% 273

Other funds holding BHP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Independent Portfolio Consultants's BHP Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its BHP (BHP) stake by 22% in Q2 2017, selling an estimated $11.2K and leaving 1,227 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #546.

Independent Portfolio Consultants first reported a position in BHP in Q2 2013 and has held it in 17 quarters since. The position peaked at $431K in Q3 2013. 323 funds tracked by Wall St. Rank hold BHP as of Q2 2017.

  • Independent Portfolio Consultants held 1,227 shares of BHP worth $39K as of Q2 2017.
  • Independent Portfolio Consultants sold 354 BHP shares in Q2 2017, an estimated $11.2K.
  • BHP made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #546 holding.
  • Independent Portfolio Consultants first reported a position in BHP in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's BHP position peaked at $431K in Q3 2013.
  • 323 funds tracked by Wall St. Rank held BHP as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.