TCW Group’s BHP BHP Stock Holding History

TCW Group’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 Q4	–	Sell	-11,586	Closed	-$511K	–	294
2019 Q3	$511K	Sell	11,586 -397	-3%	-$18.5K	0.01%	265
2019 Q2	$621K	Buy	+11,983	New	+$579K	0.01%	272
2014 Q4	–	Sell	-42,398	Closed	-$2.11M	–	722
2014 Q3	$2.11M	Sell	42,398 -26,965	-39%	-$1.57M	0.01%	660
2014 Q2	$4.01M	Hold	69,363	–	–	0.02%	554
2014 Q1	$3.98M	Buy	+69,363	New	+$3.89M	0.02%	545
2013 Q4	–	Sell	-24,859	Closed	-$1.4M	–	759
2013 Q3	$1.4M	Buy	+24,859	New	+$1.35M	0.01%	691

Other funds holding BHP

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

PPA

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

TCW Group's BHP Position: Q4 2019 in Review

TCW Group sold out of BHP (BHP) in Q4 2019, closing a stake of 11,586 shares — an estimated $511K sold.

TCW Group first reported a position in BHP in Q3 2013 and held it in 6 quarters. The position peaked at $4.01M in Q2 2014. 410 funds tracked by Wall St. Rank hold BHP as of Q4 2019.

TCW Group reported no remaining BHP position as of Q4 2019 after selling out during the quarter.
TCW Group sold 11,586 BHP shares in Q4 2019, an estimated $511K.
TCW Group first reported a position in BHP in Q3 2013 and held it in 6 quarters.
TCW Group's BHP position peaked at $4.01M in Q2 2014.
410 funds tracked by Wall St. Rank held BHP as of Q4 2019.

Based on TCW Group's 13F filing for Q4 2019, filed 10 Feb 2020.