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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

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Arrowstreet Capital
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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