Integrated Wealth Management (Palm Desert)’s BHP BHP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-336	Closed	-$10K	–	311
2016 Q3	$10K	Hold	336	–	–	﹤0.01%	753
2016 Q2	$9K	Sell	336 -309	-48%	-$7.7K	﹤0.01%	778
2016 Q1	$15K	Sell	645 -141	-18%	-$2.98K	0.01%	609
2015 Q4	$18K	Buy	786 +437	+125%	+$11.7K	0.01%	605
2015 Q3	$10K	Hold	349	–	–	﹤0.01%	754
2015 Q2	$13K	Sell	349 -19	-5%	-$767	0.01%	728
2015 Q1	$14K	Buy	+368	New	+$14.9K	0.01%	672

Other funds holding BHP

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

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

CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BHP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of BHP (BHP) in Q4 2016, closing a stake of 336 shares — an estimated $10K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BHP in Q1 2015 and held it in 7 quarters. The position peaked at $18K in Q4 2015. 345 funds tracked by Wall St. Rank hold BHP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining BHP position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 336 BHP shares in Q4 2016, an estimated $10K.
Integrated Wealth Management (Palm Desert) first reported a position in BHP in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s BHP position peaked at $18K in Q4 2015.
345 funds tracked by Wall St. Rank held BHP as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.