TJHA
BHP icon

Thomas J. Herzfeld Advisors’s BHP BHP Stock Holding History

Thomas J. Herzfeld Advisors’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
Q3 		– Sell
-238
Closed -$12K – 260
2019
Q2 		$12K Hold
238
– – ﹤0.01% 203
2019
Q1 		$12K Buy
238
+81
+52% +$3.69K ﹤0.01% 227
2018
Q4 		$6K Hold
157
– – ﹤0.01% 263
2018
Q3 		$7K Sell
157
-78
-33% -$3.38K ﹤0.01% 246
2018
Q2 		$11K Hold
235
– – ﹤0.01% 236
2018
Q1 		$9K Sell
235
-7
-3% -$295 ﹤0.01% 259
2017
Q4 		$10K Sell
242
-36
-13% -$1.36K ﹤0.01% 256
2017
Q3 		$10K Hold
278
– – ﹤0.01% 243
2017
Q2 		$9K Buy
+278
New +$8.82K ﹤0.01% 245

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Thomas J. Herzfeld Advisors's BHP Position: Q3 2019 in Review

Thomas J. Herzfeld Advisors sold out of BHP (BHP) in Q3 2019, closing a stake of 238 shares — an estimated $12K sold.

Thomas J. Herzfeld Advisors first reported a position in BHP in Q2 2017 and held it in 9 quarters. The position peaked at $12K in Q2 2019. 373 funds tracked by Wall St. Rank hold BHP as of Q3 2019.

  • Thomas J. Herzfeld Advisors reported no remaining BHP position as of Q3 2019 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 238 BHP shares in Q3 2019, an estimated $12K.
  • Thomas J. Herzfeld Advisors first reported a position in BHP in Q2 2017 and held it in 9 quarters.
  • Thomas J. Herzfeld Advisors's BHP position peaked at $12K in Q2 2019.
  • 373 funds tracked by Wall St. Rank held BHP as of Q3 2019.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.