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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return