Wills Financial Group’s BHP BHP Stock Holding History

Wills Financial Group’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 Q1	–	Sell	-4,701	Closed	-$202K	–	58
2018 Q4	$202K	Sell	4,701 -1,093	-19%	-$45.8K	0.16%	58
2018 Q3	$257K	Sell	5,794 -196	-3%	-$8.49K	0.17%	65
2018 Q2	$267K	Sell	5,990 -1,475	-20%	-$63.8K	0.19%	64
2018 Q1	$295K	Sell	7,465 -1,957	-21%	-$82.3K	0.22%	61
2017 Q4	$386K	Buy	+9,422	New	+$355K	0.27%	60
2015 Q4	–	Sell	-20,513	Closed	-$578K	–	78
2015 Q3	$578K	Sell	20,513 -352	-2%	-$11.4K	0.53%	46
2015 Q2	$757K	Sell	20,865 -883	-4%	-$35.6K	0.65%	42
2015 Q1	$854K	Sell	21,748 -173	-0.8%	-$7.02K	0.7%	41
2014 Q4	$877K	Sell	21,921 -4,184	-16%	-$193K	0.71%	38
2014 Q3	$1.3M	Buy	26,105 +1,006	+4%	+$58.5K	1.1%	30
2014 Q2	$1.45M	Buy	25,099 +6,149	+32%	+$361K	1.2%	30
2014 Q1	$1.08M	Buy	18,950 +1,809	+11%	+$101K	1.03%	34
2013 Q4	$988K	Buy	+17,141	New	+$992K	1.02%	35

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wills Financial Group's BHP Position: Q1 2019 in Review

Wills Financial Group sold out of BHP (BHP) in Q1 2019, closing a stake of 4,701 shares — an estimated $202K sold.

Wills Financial Group first reported a position in BHP in Q4 2013 and held it in 13 quarters. The position peaked at $1.45M in Q2 2014. 407 funds tracked by Wall St. Rank hold BHP as of Q1 2019.

Wills Financial Group reported no remaining BHP position as of Q1 2019 after selling out during the quarter.
Wills Financial Group sold 4,701 BHP shares in Q1 2019, an estimated $202K.
Wills Financial Group first reported a position in BHP in Q4 2013 and held it in 13 quarters.
Wills Financial Group's BHP position peaked at $1.45M in Q2 2014.
407 funds tracked by Wall St. Rank held BHP as of Q1 2019.

Based on Wills Financial Group's 13F filing for Q1 2019, filed 14 May 2019.