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Squar Milner Financial Services’s BHP BHP Stock Holding History

Squar Milner Financial 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
Q1 		– Sell
-33
Closed -$1K – 767
2019
Q4 		$1K Buy
+33
New +$1.5K ﹤0.01% 778
2019
Q2 		– Sell
-184
Closed -$8K – 806
2019
Q1 		$8K Buy
+184
New +$8.39K 0.01% 555

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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Squar Milner Financial Services's BHP Position: Q1 2020 in Review

Squar Milner Financial Services sold out of BHP (BHP) in Q1 2020, closing a stake of 33 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in BHP in Q1 2019 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 362 funds tracked by Wall St. Rank hold BHP as of Q1 2020.

  • Squar Milner Financial Services reported no remaining BHP position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 33 BHP shares in Q1 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in BHP in Q1 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's BHP position peaked at $8K in Q1 2019.
  • 362 funds tracked by Wall St. Rank held BHP as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.