Waters Parkerson & Co’s BHP BHP Stock Holding History

Waters Parkerson & Co’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	-16,957	Closed	-$731K	–	158
2018 Q4	$731K	Sell	16,957 -2,127	-11%	-$89.1K	0.07%	85
2018 Q3	$848K	Sell	19,084 -3,946	-17%	-$171K	0.07%	89
2018 Q2	$1.03M	Sell	23,030 -466	-2%	-$20.2K	0.09%	81
2018 Q1	$931K	Sell	23,496 -1,976	-8%	-$83.1K	0.08%	80
2017 Q4	$1.04M	Sell	25,472 -1,458	-5%	-$54.9K	0.09%	80
2017 Q3	$974K	Sell	26,930 -2,077	-7%	-$75.9K	0.09%	83
2017 Q2	$921K	Sell	29,007 -945	-3%	-$30K	0.09%	83
2017 Q1	$970K	Sell	29,952 -1,009	-3%	-$34.9K	0.09%	82
2016 Q4	$988K	Sell	30,961 -5,168	-14%	-$167K	0.1%	79
2016 Q3	$1.12M	Sell	36,129 -250	-0.7%	-$6.86K	0.11%	76
2016 Q2	$927K	Sell	36,379 -51	-0.1%	-$1.27K	0.1%	78
2016 Q1	$842K	Sell	36,430 -381	-1%	-$8.06K	0.09%	79
2015 Q4	$846K	Sell	36,811 -8,632	-19%	-$231K	0.1%	80
2015 Q3	$1.28M	Sell	45,443 -624	-1%	-$20.3K	0.16%	70
2015 Q2	$1.67M	Sell	46,067 -10,160	-18%	-$410K	0.2%	69
2015 Q1	$2.21M	Sell	56,227 -4,738	-8%	-$192K	0.26%	61
2014 Q4	$2.44M	Sell	60,965 -24,517	-29%	-$1.13M	0.29%	57
2014 Q3	$4.26M	Sell	85,482 -6,978	-8%	-$406K	0.51%	52
2014 Q2	$5.35M	Sell	92,460 -10,740	-10%	-$631K	0.64%	44
2014 Q1	$5.91M	Sell	103,200 -3,944	-4%	-$221K	0.73%	44
2013 Q4	$6.18M	Sell	107,144 -1,379	-1%	-$79.8K	0.76%	42
2013 Q3	$6.1M	Sell	108,523 -9,536	-8%	-$519K	0.82%	44
2013 Q2	$5.76M	Buy	+118,059	New	+$6.54M	0.84%	43

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Waters Parkerson & Co's BHP Position: Q1 2019 in Review

Waters Parkerson & Co sold out of BHP (BHP) in Q1 2019, closing a stake of 16,957 shares — an estimated $731K sold.

Waters Parkerson & Co first reported a position in BHP in Q2 2013 and held it in 23 quarters. The position peaked at $6.18M in Q4 2013. 407 funds tracked by Wall St. Rank hold BHP as of Q1 2019.

Waters Parkerson & Co reported no remaining BHP position as of Q1 2019 after selling out during the quarter.
Waters Parkerson & Co sold 16,957 BHP shares in Q1 2019, an estimated $731K.
Waters Parkerson & Co first reported a position in BHP in Q2 2013 and held it in 23 quarters.
Waters Parkerson & Co's BHP position peaked at $6.18M in Q4 2013.
407 funds tracked by Wall St. Rank held BHP as of Q1 2019.

Based on Waters Parkerson & Co's 13F filing for Q1 2019, filed 13 May 2019.