Nelson Capital Management’s BHP BHP Stock Holding History

Nelson Capital 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	-37	Closed	-$1K	–	290
2018 Q3	$1K	Buy	+37	New	+$1.6K	﹤0.01%	279
2015 Q4	–	Sell	-309	Closed	-$9K	–	255
2015 Q3	$9K	Hold	309	–	–	﹤0.01%	198
2015 Q2	$11K	Sell	309 -17	-5%	-$686	﹤0.01%	202
2015 Q1	$13K	Sell	326 -1,183	-78%	-$48K	﹤0.01%	194
2014 Q4	$60K	Hold	1,509	–	–	0.02%	115
2014 Q3	$75K	Hold	1,509	–	–	0.03%	110
2014 Q2	$87K	Sell	1,509 -503	-25%	-$29.6K	0.03%	100
2014 Q1	$115K	Hold	2,012	–	–	0.05%	85
2013 Q4	$116K	Hold	2,012	–	–	0.05%	84
2013 Q3	$113K	Hold	2,012	–	–	0.05%	85
2013 Q2	$98K	Buy	+2,012	New	+$112K	0.05%	89

Other funds holding BHP

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

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PPA

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

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

Nelson Capital Management's BHP Position: Q4 2018 in Review

Nelson Capital Management sold out of BHP (BHP) in Q4 2018, closing a stake of 37 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in BHP in Q2 2013 and held it in 11 quarters. The position peaked at $116K in Q4 2013. 391 funds tracked by Wall St. Rank hold BHP as of Q4 2018.

Nelson Capital Management reported no remaining BHP position as of Q4 2018 after selling out during the quarter.
Nelson Capital Management sold 37 BHP shares in Q4 2018, an estimated $1K.
Nelson Capital Management first reported a position in BHP in Q2 2013 and held it in 11 quarters.
Nelson Capital Management's BHP position peaked at $116K in Q4 2013.
391 funds tracked by Wall St. Rank held BHP as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.