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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 $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 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 $3.16B AUM 42.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Boston Family Office's BHP Position: Q3 2015 in Review

Boston Family Office sold out of BHP (BHP) in Q3 2015, closing a stake of 17,923 shares — an estimated $651K sold.

Boston Family Office first reported a position in BHP in Q2 2013 and held it in 9 quarters. The position peaked at $4.21M in Q4 2013. 354 funds tracked by Wall St. Rank hold BHP as of Q3 2015.

  • Boston Family Office reported no remaining BHP position as of Q3 2015 after selling out during the quarter.
  • Boston Family Office sold 17,923 BHP shares in Q3 2015, an estimated $651K.
  • Boston Family Office first reported a position in BHP in Q2 2013 and held it in 9 quarters.
  • Boston Family Office's BHP position peaked at $4.21M in Q4 2013.
  • 354 funds tracked by Wall St. Rank held BHP as of Q3 2015.

Based on Boston Family Office's 13F filing for Q3 2015, filed 4 Nov 2015.