Wright Investors Service’s BHP BHP Stock Holding History

Wright Investors Service’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	–	Sell	-14,321	Closed	-$742K	–	146
2019 Q2	$742K	Buy	14,321 +951	+7%	+$45.9K	0.28%	87
2019 Q1	$652K	Buy	+13,370	New	+$609K	0.26%	91
2018 Q1	–	Sell	-6,129	Closed	-$251K	–	191
2017 Q4	$251K	Sell	6,129 -6,692	-52%	-$252K	0.08%	184
2017 Q3	$464K	Sell	12,821 -48	-0.4%	-$1.75K	0.17%	143
2017 Q2	$409K	Sell	12,869 -6,160	-32%	-$195K	0.15%	166
2017 Q1	$617K	Sell	19,029 -2,472	-11%	-$85.4K	0.25%	124
2016 Q4	$686K	Sell	21,501 -24,000	-53%	-$777K	0.3%	112
2016 Q3	$1.41M	Buy	+45,501	New	+$1.25M	0.59%	60
2014 Q2	–	Sell	-40,804	Closed	-$2.34M	–	215
2014 Q1	$2.34M	Sell	40,804 -31,961	-44%	-$1.79M	1.05%	21
2013 Q4	$4.2M	Buy	72,765 +29,300	+67%	+$1.7M	1.85%	6
2013 Q3	$2.44M	Buy	43,465 +23,677	+120%	+$1.29M	1.11%	21
2013 Q2	$965K	Buy	+19,788	New	+$1.1M	0.46%	71

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

Wright Investors Service's BHP Position: Q3 2019 in Review

Wright Investors Service sold out of BHP (BHP) in Q3 2019, closing a stake of 14,321 shares — an estimated $742K sold.

Wright Investors Service first reported a position in BHP in Q2 2013 and held it in 12 quarters. The position peaked at $4.2M in Q4 2013. 373 funds tracked by Wall St. Rank hold BHP as of Q3 2019.

Wright Investors Service reported no remaining BHP position as of Q3 2019 after selling out during the quarter.
Wright Investors Service sold 14,321 BHP shares in Q3 2019, an estimated $742K.
Wright Investors Service first reported a position in BHP in Q2 2013 and held it in 12 quarters.
Wright Investors Service's BHP position peaked at $4.2M in Q4 2013.
373 funds tracked by Wall St. Rank held BHP as of Q3 2019.

Based on Wright Investors Service's 13F filing for Q3 2019, filed 1 Nov 2019.