Marshwinds Advisory’s BHP BHP Stock Holding History

Marshwinds 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
2018 Q4	–	Sell	-5,144	Closed	-$229K	–	125
2018 Q3	$229K	Sell	5,144 -785	-13%	-$34K	0.1%	123
2018 Q2	$265K	Hold	5,929	–	–	0.13%	122
2018 Q1	$235K	Hold	5,929	–	–	0.11%	125
2017 Q4	$243K	Sell	5,929 -560	-9%	-$21.1K	0.11%	124
2017 Q3	$235K	Buy	+6,489	New	+$237K	0.11%	125
2016 Q4	–	Sell	-6,715	Closed	-$208K	–	139
2016 Q3	$208K	Buy	+6,715	New	+$184K	0.1%	133

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

Marshwinds Advisory's BHP Position: Q4 2018 in Review

Marshwinds Advisory sold out of BHP (BHP) in Q4 2018, closing a stake of 5,144 shares — an estimated $229K sold.

Marshwinds Advisory first reported a position in BHP in Q3 2016 and held it in 6 quarters. The position peaked at $265K in Q2 2018. 391 funds tracked by Wall St. Rank hold BHP as of Q4 2018.

Marshwinds Advisory reported no remaining BHP position as of Q4 2018 after selling out during the quarter.
Marshwinds Advisory sold 5,144 BHP shares in Q4 2018, an estimated $229K.
Marshwinds Advisory first reported a position in BHP in Q3 2016 and held it in 6 quarters.
Marshwinds Advisory's BHP position peaked at $265K in Q2 2018.
391 funds tracked by Wall St. Rank held BHP as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.