Kiley Juergens Wealth Management’s BHP BHP Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-729	Closed	-$32K	–	100
2018 Q3	$32K	Hold	729	–	–	0.02%	294
2018 Q2	$32K	Buy	+729	New	+$31.5K	0.03%	255
2018 Q1	–	Sell	-729	Closed	-$29K	–	137
2017 Q4	$29K	Buy	+729	New	+$27.5K	0.03%	285

Other funds holding BHP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PPA

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

Kiley Juergens Wealth Management's BHP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of BHP (BHP) in Q4 2018, closing a stake of 729 shares — an estimated $32K sold.

Kiley Juergens Wealth Management first reported a position in BHP in Q4 2017 and held it in 3 quarters. The position peaked at $32K in Q3 2018. 391 funds tracked by Wall St. Rank hold BHP as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining BHP position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 729 BHP shares in Q4 2018, an estimated $32K.
Kiley Juergens Wealth Management first reported a position in BHP in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's BHP position peaked at $32K in Q3 2018.
391 funds tracked by Wall St. Rank held BHP as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.