Appleton Partners’s BHP BHP Stock Holding History

Appleton Partners’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
2014 Q3	–	Sell	-4,122	Closed	-$239K	–	189
2014 Q2	$239K	Sell	4,122 -440	-10%	-$25.8K	0.06%	165
2014 Q1	$261K	Buy	4,562 +1,085	+31%	+$60.8K	0.06%	152
2013 Q4	$201K	Buy	+3,477	New	+$201K	0.05%	163

Other funds holding BHP

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

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

Appleton Partners's BHP Position: Q3 2014 in Review

Appleton Partners sold out of BHP (BHP) in Q3 2014, closing a stake of 4,122 shares — an estimated $239K sold.

Appleton Partners first reported a position in BHP in Q4 2013 and held it in 3 quarters. The position peaked at $261K in Q1 2014. 448 funds tracked by Wall St. Rank hold BHP as of Q3 2014.

Appleton Partners reported no remaining BHP position as of Q3 2014 after selling out during the quarter.
Appleton Partners sold 4,122 BHP shares in Q3 2014, an estimated $239K.
Appleton Partners first reported a position in BHP in Q4 2013 and held it in 3 quarters.
Appleton Partners's BHP position peaked at $261K in Q1 2014.
448 funds tracked by Wall St. Rank held BHP as of Q3 2014.

Based on Appleton Partners's 13F filing for Q3 2014, filed 6 Nov 2014.