Willingdon Wealth Management’s BHP BHP Stock Holding History

Willingdon Wealth 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	-147	Closed	-$7K	–	306
2019 Q4	$7K	Buy	+147	New	+$6.68K	﹤0.01%	258

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

Willingdon Wealth Management's BHP Position: Q1 2020 in Review

Willingdon Wealth Management sold out of BHP (BHP) in Q1 2020, closing a stake of 147 shares — an estimated $7K sold.

Willingdon Wealth Management first reported a position in BHP in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 361 funds tracked by Wall St. Rank hold BHP as of Q1 2020.

Willingdon Wealth Management reported no remaining BHP position as of Q1 2020 after selling out during the quarter.
Willingdon Wealth Management sold 147 BHP shares in Q1 2020, an estimated $7K.
Willingdon Wealth Management first reported a position in BHP in Q4 2019 and held it in 1 quarter.
Willingdon Wealth Management's BHP position peaked at $7K in Q4 2019.
361 funds tracked by Wall St. Rank held BHP as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.