Wealthcare Capital Management’s BHP BHP Stock Holding History

Wealthcare Capital Management’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	-170	Closed	-$8K	–	290
2019 Q4	$8K	Buy	+170	New	+$7.72K	﹤0.01%	203
2015 Q3	–	Sell	-90	Closed	-$3K	–	253
2015 Q2	$3K	Sell	90 -6,640	-99%	-$268K	﹤0.01%	293
2015 Q1	$264K	Buy	+6,730	New	+$273K	0.03%	84
2014 Q4	–	Sell	-222	Closed	-$13K	–	203
2014 Q3	$13K	Buy	+222	New	+$12.9K	﹤0.01%	126

Other funds holding BHP

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

PPA

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wealthcare Capital Management's BHP Position: Q1 2020 in Review

Wealthcare Capital Management sold out of BHP (BHP) in Q1 2020, closing a stake of 170 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in BHP in Q3 2014 and held it in 4 quarters. The position peaked at $264K in Q1 2015. 361 funds tracked by Wall St. Rank hold BHP as of Q1 2020.

Wealthcare Capital Management reported no remaining BHP position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 170 BHP shares in Q1 2020, an estimated $8K.
Wealthcare Capital Management first reported a position in BHP in Q3 2014 and held it in 4 quarters.
Wealthcare Capital Management's BHP position peaked at $264K in Q1 2015.
361 funds tracked by Wall St. Rank held BHP as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.