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Edge Wealth Management’s BHP BHP Stock Holding History

Edge 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
2014
Q3 		– Sell
-7,354
Closed -$425K – 416
2014
Q2 		$425K Hold
7,354
– – 0.18% 69
2014
Q1 		$421K Sell
7,354
-1,380
-16% -$77.3K 0.18% 67
2013
Q4 		$503K Buy
8,734
+311
+4% +$18K 0.23% 50
2013
Q3 		$474K Sell
8,423
-85,341
-91% -$4.64M 0.29% 49
2013
Q2 		$4.58M Buy
+93,764
New +$5.2M 3.06% 13

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edge Wealth Management's BHP Position: Q3 2014 in Review

Edge Wealth Management sold out of BHP (BHP) in Q3 2014, closing a stake of 7,354 shares — an estimated $425K sold.

Edge Wealth Management first reported a position in BHP in Q2 2013 and held it in 5 quarters. The position peaked at $4.58M in Q2 2013. 449 funds tracked by Wall St. Rank hold BHP as of Q3 2014.

  • Edge Wealth Management reported no remaining BHP position as of Q3 2014 after selling out during the quarter.
  • Edge Wealth Management sold 7,354 BHP shares in Q3 2014, an estimated $425K.
  • Edge Wealth Management first reported a position in BHP in Q2 2013 and held it in 5 quarters.
  • Edge Wealth Management's BHP position peaked at $4.58M in Q2 2013.
  • 449 funds tracked by Wall St. Rank held BHP as of Q3 2014.

Based on Edge Wealth Management's 13F filing for Q3 2014, filed 7 Oct 2014.