BFO
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Boston Family Office’s BHP BHP Stock Holding History

Boston Family Office’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
-17,923
Closed -$651K – 236
2015
Q2 		$651K Sell
17,923
-8,467
-32% -$342K 0.08% 176
2015
Q1 		$1.04M Sell
26,390
-27,939
-51% -$1.13M 0.13% 148
2014
Q4 		$2.17M Sell
54,329
-10,865
-17% -$501K 0.27% 101
2014
Q3 		$3.25M Sell
65,194
-1,508
-2% -$87.7K 0.42% 76
2014
Q2 		$3.86M Sell
66,702
-4,370
-6% -$257K 0.49% 66
2014
Q1 		$4.07M Sell
71,072
-2,004
-3% -$112K 0.54% 60
2013
Q4 		$4.21M Buy
73,076
+680
+0.9% +$39.3K 0.56% 60
2013
Q3 		$4.07M Sell
72,396
-308
-0.4% -$16.8K 0.58% 58
2013
Q2 		$3.54M Buy
+72,704
New +$4.03M 0.54% 63

Other funds holding BHP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WI
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return