Birch Hill Investment Advisors’s BHP BHP Stock Holding History

Birch Hill Investment 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
2014 Q4	–	Sell	-5,085	Closed	-$253K	–	138
2014 Q3	$253K	Hold	5,085	–	–	0.03%	127
2014 Q2	$294K	Hold	5,085	–	–	0.03%	120
2014 Q1	$291K	Sell	5,085 -5,914	-54%	-$331K	0.03%	119
2013 Q4	$634K	Hold	10,999	–	–	0.07%	99
2013 Q3	$618K	Sell	10,999 -2,099	-16%	-$114K	0.07%	98
2013 Q2	$639K	Buy	+13,098	New	+$726K	0.08%	95

Other funds holding BHP

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

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

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

PHAM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Birch Hill Investment Advisors's BHP Position: Q4 2014 in Review

Birch Hill Investment Advisors sold out of BHP (BHP) in Q4 2014, closing a stake of 5,085 shares — an estimated $253K sold.

Birch Hill Investment Advisors first reported a position in BHP in Q2 2013 and held it in 6 quarters. The position peaked at $639K in Q2 2013. 406 funds tracked by Wall St. Rank hold BHP as of Q4 2014.

Birch Hill Investment Advisors reported no remaining BHP position as of Q4 2014 after selling out during the quarter.
Birch Hill Investment Advisors sold 5,085 BHP shares in Q4 2014, an estimated $253K.
Birch Hill Investment Advisors first reported a position in BHP in Q2 2013 and held it in 6 quarters.
Birch Hill Investment Advisors's BHP position peaked at $639K in Q2 2013.
406 funds tracked by Wall St. Rank held BHP as of Q4 2014.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2014, filed 10 Feb 2015.