Windsor Financial Group’s BHP BHP Stock Holding History

Windsor 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
2017 Q2	$236K	Hold	7,433	–	–	0.11%	65
2017 Q1	$241K	Hold	7,433	–	–	0.11%	67
2016 Q4	$237K	Hold	7,433	–	–	0.11%	69
2016 Q3	$230K	Buy	+7,433	New	+$204K	0.11%	68
2015 Q4	–	Sell	-7,704	Closed	-$217K	–	77
2015 Q3	$217K	Buy	7,704 +147	+2%	+$4.78K	0.1%	72
2015 Q2	$274K	Sell	7,557 -415	-5%	-$16.8K	0.12%	77
2015 Q1	$313K	Buy	+7,972	New	+$324K	0.14%	73

Other funds holding BHP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

PPA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Windsor Financial Group's BHP Position: Q2 2017 in Review

Windsor Financial Group held its BHP (BHP) position steady in Q2 2017 at 7,433 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #65.

Windsor Financial Group first reported a position in BHP in Q1 2015 and has held it in 7 quarters since. The position peaked at $313K in Q1 2015. 323 funds tracked by Wall St. Rank hold BHP as of Q2 2017.

Windsor Financial Group held 7,433 shares of BHP worth $236K as of Q2 2017.
Windsor Financial Group left its BHP share count unchanged in Q2 2017.
BHP made up 0.11% of Windsor Financial Group's portfolio in Q2 2017, its #65 holding.
Windsor Financial Group first reported a position in BHP in Q1 2015 and has held it in 7 quarters since.
Windsor Financial Group's BHP position peaked at $313K in Q1 2015.
323 funds tracked by Wall St. Rank held BHP as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.