Shine Investment Advisory Services’s BHP BHP Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$40K	Hold	868	–	–	0.01%	337
2020 Q2	$38K	Sell	868 -28	-3%	-$1.1K	0.01%	347
2020 Q1	$29K	Hold	896	–	–	0.01%	361
2019 Q4	$44K	Hold	896	–	–	0.02%	347
2019 Q3	$39K	Sell	896 -475	-35%	-$22.2K	0.02%	351
2019 Q2	$71K	Hold	1,371	–	–	0.03%	241
2019 Q1	$67K	Hold	1,371	–	–	0.03%	245
2018 Q4	$59K	Hold	1,371	–	–	0.03%	254
2018 Q3	$61K	Sell	1,371 -20	-1%	-$867	0.03%	266
2018 Q2	$62K	Hold	1,391	–	–	0.03%	265
2018 Q1	$55K	Hold	1,391	–	–	0.03%	278
2017 Q4	$57K	Hold	1,391	–	–	0.03%	273
2017 Q3	$50K	Hold	1,391	–	–	0.03%	295
2017 Q2	$44K	Buy	+1,391	New	+$44.1K	0.02%	298

Other funds holding BHP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

PPA

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

Shine Investment Advisory Services's BHP Position: Q3 2020 in Review

Shine Investment Advisory Services held its BHP (BHP) position steady in Q3 2020 at 868 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #337.

Shine Investment Advisory Services first reported a position in BHP in Q2 2017 and has held it in 14 quarters since. The position peaked at $71K in Q2 2019. 398 funds tracked by Wall St. Rank hold BHP as of Q3 2020.

Shine Investment Advisory Services held 868 shares of BHP worth $40K as of Q3 2020.
Shine Investment Advisory Services left its BHP share count unchanged in Q3 2020.
BHP made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #337 holding.
Shine Investment Advisory Services first reported a position in BHP in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's BHP position peaked at $71K in Q2 2019.
398 funds tracked by Wall St. Rank held BHP as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.