Concert Wealth Management’s BHP BHP Stock Holding History

Concert Wealth Management’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 Q4	–	Sell	-9,135	Closed	-$258K	–	690
2015 Q3	$258K	Buy	9,135 +973	+12%	+$31.6K	0.03%	525
2015 Q2	$298K	Buy	+8,162	New	+$330K	0.04%	494

Other funds holding BHP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

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

Concert Wealth Management's BHP Position: Q4 2015 in Review

Concert Wealth Management sold out of BHP (BHP) in Q4 2015, closing a stake of 9,135 shares — an estimated $258K sold.

Concert Wealth Management first reported a position in BHP in Q2 2015 and held it in 2 quarters. The position peaked at $298K in Q2 2015. 303 funds tracked by Wall St. Rank hold BHP as of Q4 2015.

Concert Wealth Management reported no remaining BHP position as of Q4 2015 after selling out during the quarter.
Concert Wealth Management sold 9,135 BHP shares in Q4 2015, an estimated $258K.
Concert Wealth Management first reported a position in BHP in Q2 2015 and held it in 2 quarters.
Concert Wealth Management's BHP position peaked at $298K in Q2 2015.
303 funds tracked by Wall St. Rank held BHP as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.