Boston Private Bank & Trust’s BHP BHP Stock Holding History

Boston Private Bank & Trust’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 Q1	$195K	Hold	4,967	–	–	0.01%	398
2014 Q4	$199K	Sell	4,967 -181	-4%	-$8.35K	0.01%	399
2014 Q3	$256K	Hold	5,148	–	–	0.01%	363
2014 Q2	$298K	Buy	5,148 +181	+4%	+$10.6K	0.01%	346
2014 Q1	$285K	Sell	4,967 -402	-7%	-$22.5K	0.01%	356
2013 Q4	$310K	Buy	5,369 +402	+8%	+$23.3K	0.02%	348
2013 Q3	$279K	Hold	4,967	–	–	0.02%	338
2013 Q2	$242K	Buy	+4,967	New	+$275K	0.01%	347

Other funds holding BHP

WHV Investments San Francisco, California $187M AUM 14.29% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Private Bank & Trust's BHP Position: Q1 2015 in Review

Boston Private Bank & Trust held its BHP (BHP) position steady in Q1 2015 at 4,967 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #398.

Boston Private Bank & Trust first reported a position in BHP in Q2 2013 and has held it in 8 quarters since. The position peaked at $310K in Q4 2013. 402 funds tracked by Wall St. Rank hold BHP as of Q1 2015.

Boston Private Bank & Trust held 4,967 shares of BHP worth $195K as of Q1 2015.
Boston Private Bank & Trust left its BHP share count unchanged in Q1 2015.
BHP made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #398 holding.
Boston Private Bank & Trust first reported a position in BHP in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's BHP position peaked at $310K in Q4 2013.
402 funds tracked by Wall St. Rank held BHP as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.