Mariner Wealth Advisors (Cincinnati)’s BHP BHP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	–	Sell	-5,266	Closed	-$235K	–	287
2018 Q2	$235K	Hold	5,266	–	–	0.01%	277
2018 Q1	$209K	Buy	+5,266	New	+$222K	0.01%	270
2017 Q4	–	Sell	-8,687	Closed	-$314K	–	278
2017 Q3	$314K	Buy	+8,687	New	+$318K	0.02%	212
2015 Q1	$243K	Sell	6,179 -26,468	-81%	-$1.07M	0.03%	160
2014 Q4	$1.31M	Sell	32,647 -143,060	-81%	-$6.6M	0.19%	65
2014 Q3	$8.75M	Sell	175,707 -7,665	-4%	-$446K	1.4%	34
2014 Q2	$10.6M	Buy	183,372 +10,306	+6%	+$605K	1.67%	35
2014 Q1	$9.92M	Buy	173,066 +7,084	+4%	+$397K	1.61%	36
2013 Q4	$9.57M	Buy	165,982 +9,474	+6%	+$548K	1.58%	34
2013 Q3	$8.8M	Buy	156,508 +9,214	+6%	+$501K	1.63%	36
2013 Q2	$7.18M	Buy	+147,294	New	+$8.16M	1.42%	37

Other funds holding BHP

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s BHP Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of BHP (BHP) in Q3 2018, closing a stake of 5,266 shares — an estimated $235K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in BHP in Q2 2013 and held it in 11 quarters. The position peaked at $10.6M in Q2 2014. 382 funds tracked by Wall St. Rank hold BHP as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) reported no remaining BHP position as of Q3 2018 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 5,266 BHP shares in Q3 2018, an estimated $235K.
Mariner Wealth Advisors (Cincinnati) first reported a position in BHP in Q2 2013 and held it in 11 quarters.
Mariner Wealth Advisors (Cincinnati)'s BHP position peaked at $10.6M in Q2 2014.
382 funds tracked by Wall St. Rank held BHP as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.