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Northwest & Ethical Investments’s BHP BHP Stock Holding History

Northwest & Ethical Investments’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
2017
Q2 		– Sell
-10,201
Closed -$331K – 364
2017
Q1 		$331K Sell
10,201
-30,267
-75% -$1.05M 0.02% 339
2016
Q4 		$1.29M Buy
+40,468
New +$1.31M 0.09% 240

Other funds holding BHP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northwest & Ethical Investments's BHP Position: Q2 2017 in Review

Northwest & Ethical Investments sold out of BHP (BHP) in Q2 2017, closing a stake of 10,201 shares — an estimated $331K sold.

Northwest & Ethical Investments first reported a position in BHP in Q4 2016 and held it in 2 quarters. The position peaked at $1.29M in Q4 2016. 323 funds tracked by Wall St. Rank hold BHP as of Q2 2017.

  • Northwest & Ethical Investments reported no remaining BHP position as of Q2 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 10,201 BHP shares in Q2 2017, an estimated $331K.
  • Northwest & Ethical Investments first reported a position in BHP in Q4 2016 and held it in 2 quarters.
  • Northwest & Ethical Investments's BHP position peaked at $1.29M in Q4 2016.
  • 323 funds tracked by Wall St. Rank held BHP as of Q2 2017.

Based on Northwest & Ethical Investments's 13F filing for Q2 2017, filed 8 Jul 2025.