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Curi RMB Capital’s BHP BHP Stock Holding History

Curi RMB Capital’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
Q2 		– Sell
-5,751
Closed -$226K – 473
2015
Q1 		$226K Sell
5,751
-1,612
-22% -$65.4K 0.01% 448
2014
Q4 		$295K Sell
7,363
-7,263
-50% -$335K 0.02% 387
2014
Q3 		$728K Sell
14,626
-4,002
-21% -$233K 0.05% 316
2014
Q2 		$1.08M Sell
18,628
-15,378
-45% -$903K 0.07% 253
2014
Q1 		$1.95M Sell
34,006
-15,651
-32% -$877K 0.13% 168
2013
Q4 		$2.86M Sell
49,657
-28,384
-36% -$1.64M 0.2% 117
2013
Q3 		$4.39M Buy
78,041
+869
+1% +$47.3K 0.32% 80
2013
Q2 		$3.76M Buy
+77,172
New +$4.28M 0.29% 84

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return