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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 $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.07B AUM 1.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return