Baltimore-Washington Financial Advisors’s BHP BHP Stock Holding History

Baltimore-Washington Financial Advisors’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 Q4	–	Sell	-504	Closed	-$14K	–	104
2015 Q3	$14K	Hold	504	–	–	﹤0.01%	176
2015 Q2	$18K	Sell	504 -28	-5%	-$1.13K	0.01%	162
2015 Q1	$21K	Hold	532	–	–	0.01%	176
2014 Q4	$21K	Hold	532	–	–	0.01%	172
2014 Q3	$26K	Hold	532	–	–	0.01%	165
2014 Q2	$31K	Hold	532	–	–	0.01%	186
2014 Q1	$30K	Hold	532	–	–	0.01%	160
2013 Q4	$31K	Hold	532	–	–	0.01%	189
2013 Q3	$30K	Hold	532	–	–	0.01%	142
2013 Q2	$26K	Buy	+532	New	+$29.5K	0.01%	127

Other funds holding BHP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors's BHP Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of BHP (BHP) in Q4 2015, closing a stake of 504 shares — an estimated $14K sold.

Baltimore-Washington Financial Advisors first reported a position in BHP in Q2 2013 and held it in 10 quarters. The position peaked at $31K in Q2 2014. 303 funds tracked by Wall St. Rank hold BHP as of Q4 2015.

Baltimore-Washington Financial Advisors reported no remaining BHP position as of Q4 2015 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 504 BHP shares in Q4 2015, an estimated $14K.
Baltimore-Washington Financial Advisors first reported a position in BHP in Q2 2013 and held it in 10 quarters.
Baltimore-Washington Financial Advisors's BHP position peaked at $31K in Q2 2014.
303 funds tracked by Wall St. Rank held BHP as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.