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Cobiz Wealth’s BHP BHP Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-13
Closed -$1K – 144
2013
Q2 		$1K Buy
+13
New +$721 ﹤0.01% 388

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SI
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

Cobiz Wealth's BHP Position: Q3 2013 in Review

Cobiz Wealth sold out of BHP (BHP) in Q3 2013, closing a stake of 13 shares — an estimated $1K sold.

Cobiz Wealth first reported a position in BHP in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 440 funds tracked by Wall St. Rank hold BHP as of Q3 2013.

  • Cobiz Wealth reported no remaining BHP position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 13 BHP shares in Q3 2013, an estimated $1K.
  • Cobiz Wealth first reported a position in BHP in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's BHP position peaked at $1K in Q2 2013.
  • 440 funds tracked by Wall St. Rank held BHP as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.