Winthrop Partners - WNY’s BHP BHP Stock Holding History

Winthrop Partners - WNY’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 Q3	$1.09M	Hold	24,830	–	–	0.74%	48
2019 Q2	$1.29M	Sell	24,830 -264	-1%	-$12.8K	0.96%	40
2019 Q1	$1.25M	Buy	25,094 +264	+1%	+$12K	0.98%	36
2018 Q4	$1.07M	Hold	24,830	–	–	1%	31
2018 Q3	$1.1M	Hold	24,830	–	–	0.89%	37
2018 Q2	$1.11M	Hold	24,830	–	–	0.92%	33
2018 Q1	$966K	Hold	24,830	–	–	0.74%	42
2017 Q4	$1M	Buy	+24,830	New	+$935K	0.82%	40

Other funds holding BHP

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

PPA

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

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

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

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

Winthrop Partners - WNY's BHP Position: Q3 2019 in Review

Winthrop Partners - WNY held its BHP (BHP) position steady in Q3 2019 at 24,830 shares worth $1.09M. The position accounts for 0.74% of the portfolio, ranked #48.

Winthrop Partners - WNY first reported a position in BHP in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.29M in Q2 2019. 373 funds tracked by Wall St. Rank hold BHP as of Q3 2019.

Winthrop Partners - WNY held 24,830 shares of BHP worth $1.09M as of Q3 2019.
Winthrop Partners - WNY left its BHP share count unchanged in Q3 2019.
BHP made up 0.74% of Winthrop Partners - WNY's portfolio in Q3 2019, its #48 holding.
Winthrop Partners - WNY first reported a position in BHP in Q4 2017 and has held it in 8 quarters since.
Winthrop Partners - WNY's BHP position peaked at $1.29M in Q2 2019.
373 funds tracked by Wall St. Rank held BHP as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.