WAM
BHP icon

Wealthspire Advisors (Maryland)’s BHP BHP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,290
Closed -$63K – 640
2019
Q1 		$63K Sell
1,290
-491
-28% -$22.4K ﹤0.01% 808
2018
Q4 		$77K Buy
1,781
+250
+16% +$10.5K 0.01% 695
2018
Q3 		$68K Sell
1,531
-27
-2% -$1.17K 0.01% 846
2018
Q2 		$70K Buy
1,558
+89
+6% +$3.85K 0.01% 840
2018
Q1 		$58K Sell
1,469
-81
-5% -$3.41K 0.01% 921
2017
Q4 		$64K Buy
1,550
+353
+29% +$13.3K 0.01% 902
2017
Q3 		$43K Buy
1,197
+87
+8% +$3.18K ﹤0.01% 1030
2017
Q2 		$35K Buy
1,110
+233
+27% +$7.39K ﹤0.01% 1068
2017
Q1 		$28K Buy
877
+458
+109% +$15.8K ﹤0.01% 968
2016
Q4 		$13K Buy
419
+9
+2% +$291 ﹤0.01% 1133
2016
Q3 		$13K Hold
410
– – ﹤0.01% 1176
2016
Q2 		$10K Buy
410
+144
+54% +$3.59K ﹤0.01% 1193
2016
Q1 		$6K Sell
266
-1,030
-79% -$21.8K ﹤0.01% 1290
2015
Q4 		$30K Buy
+1,296
New +$34.6K 0.01% 837

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BHP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BHP (BHP) in Q2 2019, closing a stake of 1,290 shares — an estimated $63K sold.

Wealthspire Advisors (Maryland) first reported a position in BHP in Q4 2015 and held it in 14 quarters. The position peaked at $77K in Q4 2018. 412 funds tracked by Wall St. Rank hold BHP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining BHP position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,290 BHP shares in Q2 2019, an estimated $63K.
  • Wealthspire Advisors (Maryland) first reported a position in BHP in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s BHP position peaked at $77K in Q4 2018.
  • 412 funds tracked by Wall St. Rank held BHP as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.