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WFG Advisors’s BHP BHP Stock Holding History

WFG 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
2016
Q4 		– Sell
-25,684
Closed -$794K – 1560
2016
Q3 		$794K Buy
25,684
+2,332
+10% +$64K 0.2% 120
2016
Q2 		$595K Buy
23,352
+3,933
+20% +$98K 0.16% 154
2016
Q1 		$449K Buy
19,419
+6,478
+50% +$137K 0.13% 175
2015
Q4 		$297K Buy
12,941
+2,087
+19% +$55.8K 0.09% 225
2015
Q3 		$306K Buy
10,854
+4,415
+69% +$143K 0.1% 212
2015
Q2 		$234K Buy
6,439
+2,685
+72% +$108K 0.06% 301
2015
Q1 		$147K Buy
3,754
+3,057
+439% +$124K 0.04% 430
2014
Q4 		$28K Sell
697
-276
-28% -$12.7K 0.01% 1106
2014
Q3 		$48K Buy
973
+480
+97% +$27.9K 0.01% 934
2014
Q2 		$29K Hold
493
– – 0.01% 1126
2014
Q1 		$28K Sell
493
-1,412
-74% -$79.1K 0.01% 1121
2013
Q4 		$110K Buy
1,905
+229
+14% +$13.2K 0.02% 706
2013
Q3 		$94K Buy
1,676
+14
+0.8% +$761 0.01% 713
2013
Q2 		$81K Buy
+1,662
New +$92.1K 0.01% 732

Other funds holding BHP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

WFG Advisors's BHP Position: Q4 2016 in Review

WFG Advisors sold out of BHP (BHP) in Q4 2016, closing a stake of 25,684 shares — an estimated $794K sold.

WFG Advisors first reported a position in BHP in Q2 2013 and held it in 14 quarters. The position peaked at $794K in Q3 2016. 345 funds tracked by Wall St. Rank hold BHP as of Q4 2016.

  • WFG Advisors reported no remaining BHP position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 25,684 BHP shares in Q4 2016, an estimated $794K.
  • WFG Advisors first reported a position in BHP in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's BHP position peaked at $794K in Q3 2016.
  • 345 funds tracked by Wall St. Rank held BHP as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.