KCS Wealth Advisory’s BHP BHP Stock Holding History

KCS Wealth 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 Q4	–	Sell	-1,345	Closed	-$59.3K	–	174
2019 Q3	$59.3K	Buy	+1,345	New	+$62.8K	0.04%	228

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

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

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

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

KCS Wealth Advisory's BHP Position: Q4 2019 in Review

KCS Wealth Advisory sold out of BHP (BHP) in Q4 2019, closing a stake of 1,345 shares — an estimated $59.3K sold.

KCS Wealth Advisory first reported a position in BHP in Q3 2019 and held it in 1 quarter. The position peaked at $59.3K in Q3 2019. 410 funds tracked by Wall St. Rank hold BHP as of Q4 2019.

KCS Wealth Advisory reported no remaining BHP position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 1,345 BHP shares in Q4 2019, an estimated $59.3K.
KCS Wealth Advisory first reported a position in BHP in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's BHP position peaked at $59.3K in Q3 2019.
410 funds tracked by Wall St. Rank held BHP as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.