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CT Financial Advisors’s BHP BHP Stock Holding History

CT Financial Advisors’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
-336
Closed -$9.49K – 643
2015
Q3 		$9.49K Hold
336
– – 0.01% 464
2015
Q2 		$12.2K Sell
336
-19
-5% -$767 0.01% 444
2015
Q1 		$13.9K Sell
355
-591
-62% -$24K 0.01% 428
2014
Q4 		$37.9K Buy
+946
New +$43.6K 0.03% 265
2014
Q1 		$13.9K Buy
+355
New +$19.9K 0.01% 428

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
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
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
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

CT Financial Advisors's BHP Position: Q4 2015 in Review

CT Financial Advisors sold out of BHP (BHP) in Q4 2015, closing a stake of 336 shares — an estimated $9.49K sold.

CT Financial Advisors first reported a position in BHP in Q1 2014 and held it in 5 quarters. The position peaked at $37.9K in Q4 2014. 303 funds tracked by Wall St. Rank hold BHP as of Q4 2015.

  • CT Financial Advisors reported no remaining BHP position as of Q4 2015 after selling out during the quarter.
  • CT Financial Advisors sold 336 BHP shares in Q4 2015, an estimated $9.49K.
  • CT Financial Advisors first reported a position in BHP in Q1 2014 and held it in 5 quarters.
  • CT Financial Advisors's BHP position peaked at $37.9K in Q4 2014.
  • 303 funds tracked by Wall St. Rank held BHP as of Q4 2015.

Based on CT Financial Advisors's 13F filing for Q4 2015, filed 5 Jan 2016.