Aris Wealth Services’s BHP BHP Stock Holding History

Aris Wealth Services’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
2015 Q3	–	Sell	-149	Closed	-$5K	–	394
2015 Q2	$5K	Buy	+149	New	+$6.02K	﹤0.01%	414

Other funds holding BHP

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

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

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

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

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

PHAM

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Aris Wealth Services's BHP Position: Q3 2015 in Review

Aris Wealth Services sold out of BHP (BHP) in Q3 2015, closing a stake of 149 shares — an estimated $5K sold.

Aris Wealth Services first reported a position in BHP in Q2 2015 and held it in 1 quarter. The position peaked at $5K in Q2 2015. 353 funds tracked by Wall St. Rank hold BHP as of Q3 2015.

Aris Wealth Services reported no remaining BHP position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 149 BHP shares in Q3 2015, an estimated $5K.
Aris Wealth Services first reported a position in BHP in Q2 2015 and held it in 1 quarter.
Aris Wealth Services's BHP position peaked at $5K in Q2 2015.
353 funds tracked by Wall St. Rank held BHP as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.