Stonehage Fleming Financial Services’s BHP BHP Stock Holding History

Stonehage Fleming 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
2019 Q1	–	Sell	-7,847	Closed	-$338K	–	185
2018 Q4	$338K	Hold	7,847	–	–	0.02%	130
2018 Q3	$349K	Hold	7,847	–	–	0.02%	136
2018 Q2	$350K	Hold	7,847	–	–	0.02%	146
2018 Q1	$311K	Hold	7,847	–	–	0.02%	139
2017 Q4	$322K	Hold	7,847	–	–	0.02%	151
2017 Q3	$284K	Hold	7,847	–	–	0.01%	164
2017 Q2	$249K	Hold	7,847	–	–	0.02%	165
2017 Q1	$254K	Buy	7,847 +2,242	+40%	+$77.5K	0.02%	203
2016 Q4	$179K	Hold	5,605	–	–	0.01%	221
2016 Q3	$173K	Hold	5,605	–	–	0.01%	206
2016 Q2	$143K	Buy	5,605 +3,296	+143%	+$82.1K	0.01%	208
2016 Q1	$170K	Buy	+2,309	New	+$48.9K	0.01%	174

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Stonehage Fleming Financial Services's BHP Position: Q1 2019 in Review

Stonehage Fleming Financial Services sold out of BHP (BHP) in Q1 2019, closing a stake of 7,847 shares — an estimated $338K sold.

Stonehage Fleming Financial Services first reported a position in BHP in Q1 2016 and held it in 12 quarters. The position peaked at $350K in Q2 2018. 407 funds tracked by Wall St. Rank hold BHP as of Q1 2019.

Stonehage Fleming Financial Services reported no remaining BHP position as of Q1 2019 after selling out during the quarter.
Stonehage Fleming Financial Services sold 7,847 BHP shares in Q1 2019, an estimated $338K.
Stonehage Fleming Financial Services first reported a position in BHP in Q1 2016 and held it in 12 quarters.
Stonehage Fleming Financial Services's BHP position peaked at $350K in Q2 2018.
407 funds tracked by Wall St. Rank held BHP as of Q1 2019.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2019, filed 11 Oct 2019.